Sowell Financial Services LLC

Position in COLB — Columbia Banking System, Inc.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in COLB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,009,438

+$200,595 QoQ

Shares Held

62,697

-4.9% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#27

of 121 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $11,712,702 across 19 Banks - Regional names. COLB ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OZK	Bank OZK	41,768	$2,175,695
2	COLB	Columbia Banking System, Inc. This page	62,697	$2,009,438
3	PNFP	Pinnacle Financial Partners, Inc.	11,278	$1,137,724
4	PNC	Pnc Financial Services Group, Inc.	4,538	$1,117,346
5	USB	US Bancorp \De\	16,125	$973,950
6	TFC	Truist Financial Corp	12,328	$614,180
7	RF	Regions Financial Corp	17,156	$518,111
8	CFG	Citizens Financial Group Inc/Ri	5,978	$418,878

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,009,438	62,697	-4.9%	Shares	Sole	2026-07-20
2026-03-31	$1,808,843	65,944	-9.1%	Shares	Sole	2026-04-20
2025-12-31	$2,027,129	72,527	-1.7%	Shares	Sole	2026-01-21
2025-09-30	$1,899,560	73,798	+4.0%	Shares	Sole	2025-10-17
2025-06-30	$1,658,436	70,934	-0.5%	Shares	Sole	2025-07-14
2025-03-31	$1,778,870	71,326	+0.6%	Shares	Sole	2025-04-17
2024-12-31	$1,914,684	70,888	+2.6%	Shares	Sole	2025-02-07
2024-09-30	$1,803,626	69,078	+0.6%	Shares	Sole	2024-10-04
2024-06-30	$1,366,204	68,688	-3.2%	Shares	Sole	2024-08-13
2024-03-31	$1,372,418	70,926	+42.5%	Shares	Sole	2024-05-03
2023-12-31	$1,327,756	49,766	+39.8%	Shares	Sole	2024-01-24
2023-09-30	$722,801	35,606	+6.2%	Shares	Sole	2023-11-08
2023-06-30	$679,724	33,517	+65.2%	Shares	Sole	2023-08-14
2023-03-31	$434,526	20,286	+96.6%	Shares	Sole	2023-05-12
2022-12-31	$310,971	10,321	+0.0%	Shares	Sole	2023-02-09
2022-09-30	$298,087	10,318	+0.0%	Shares	Sole	2022-11-15
2022-06-30	$295,553	10,316	+33.5%	Shares	Sole	2022-08-15
2021-03-31	$332,999	7,728	+117.1%	Shares	Sole	2021-05-07
2020-12-31	$127,804	3,560	-24.3%	Shares	Sole	2021-01-13
2020-09-30	$112,190	4,704	+0.4%	Shares	Sole	2020-11-12
2020-06-30	$132,791	4,684	-0.6%	Shares	Sole	2020-08-13
2020-03-31	$126,308	4,713	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.