TRUE Private Wealth Advisors

Position in COLB — Columbia Banking System, Inc.

CIK 1667074 Salem, OR

Position in COLB

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$385,048

-$26,621 QoQ

Shares Held

12,014

-19.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#324

of 550 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TRUE Private Wealth Advisors holds $6,416,990 across 3 Banks - Regional names. COLB ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	76,904	$4,645,001
2	KEY	Keycorp /New/	60,171	$1,386,941
3	COLB	Columbia Banking System, Inc. This page	12,014	$385,048

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$385,048	12,014	-19.9%	Shares	Sole	2026-07-23
2026-03-31	$411,669	15,008	+11.1%	Shares	Sole	2026-05-15
2025-12-31	$377,492	13,506	+1.4%	Shares	Sole	2026-02-13
2025-09-30	$343,011	13,326	+1.5%	Shares	Sole	2025-11-14
2025-06-30	$307,002	13,131	-4.0%	Shares	Sole	2025-08-11
2025-03-31	$341,229	13,682	+0.4%	Shares	Sole	2025-05-15
2024-12-31	$368,092	13,628	+0.0%	Shares	Sole	2025-02-13
2024-09-30	$355,774	13,626	-5.5%	Shares	Sole	2024-11-14
2024-06-30	$286,933	14,426	-43.1%	Shares	Sole	2024-07-16
2024-03-31	$490,638	25,356	-0.7%	Shares	Sole	2024-04-25
2023-12-31	$681,513	25,544	-7.8%	Shares	Sole	2024-01-30
2023-09-30	$562,269	27,698	-0.7%	Shares	Sole	2023-11-13
2023-06-30	$565,507	27,885	+35.4%	Shares	Sole	2023-08-11
2023-03-31	$441,166	20,596	+698.6%	Shares	Sole	2023-05-11
2020-12-31	$92,586	2,579	0.0%	Shares	Sole	2021-01-11
2020-09-30	$61,509	2,579	0.0%	Shares	Sole	2020-10-09
2020-06-30	$73,114	2,579	+8.4%	Shares	Sole	2020-07-07
2020-03-31	$63,757	2,379	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.