KILEY JUERGENS WEALTH MANAGEMENT, LLC

Position in COLB — Columbia Banking System, Inc.

CIK 1723223 OLYMPIA, WA

Position in COLB

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$289,797

-$41,829 QoQ

Shares Held

10,565

-11.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $10,181,357 across 5 Banks - Regional names. COLB ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSBK	Timberland Bancorp Inc	120,067	$4,734,241
2	HFWA	Heritage Financial Corp /Wa/	175,051	$4,551,326
3	USB	US Bancorp \De\	6,140	$319,341
4	COLB	Columbia Banking System, Inc. This page	10,565	$289,797
5	BANR	Banner Corp	4,724	$286,652

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$289,797	10,565	-11.0%	Shares	Sole	2026-04-28
2025-12-31	$331,626	11,865	+9.2%	Shares	Sole	2026-01-26
2025-09-30	$279,665	10,865	-0.1%	Shares	Sole	2025-10-22
2025-06-30	$254,187	10,872	0.0%	Shares	Sole	2025-07-16
2025-03-31	$271,147	10,872	-3.5%	Shares	Sole	2025-04-21
2024-12-31	$304,456	11,272	0.0%	Shares	Sole	2025-01-16
2024-09-30	$294,311	11,272	-2.7%	Shares	Sole	2024-10-15
2024-06-30	$230,485	11,588	-9.6%	Shares	Sole	2024-07-23
2024-03-31	$248,028	12,818	+2.0%	Shares	Sole	2024-04-19
2023-12-31	$335,314	12,568	0.0%	Shares	Sole	2024-01-30
2023-09-30	$255,130	12,568	+2.6%	Shares	Sole	2023-10-17
2023-06-30	$248,470	12,252	+3.9%	Shares	Sole	2023-07-26
2023-03-31	$252,520	11,789	+14.4%	Shares	Sole	2023-05-02
2022-12-31	$310,610	10,309	0.0%	Shares	Sole	2023-02-06
2022-09-30	$297,827	10,309	0.0%	Shares	Sole	2022-10-11
2022-06-30	$295,352	10,309	0.0%	Shares	Sole	2022-07-29
2022-03-31	$332,671	10,309	0.0%	Shares	Sole	2022-04-27
2021-12-31	$337,310	10,309	-2.4%	Shares	Sole	2022-01-20
2021-09-30	$401,136	10,559	0.0%	Shares	Sole	2021-10-13
2021-06-30	$407,155	10,559	0.0%	Shares	Sole	2021-07-22
2021-03-31	$454,987	10,559	0.0%	Shares	Sole	2021-04-29
2020-12-31	$379,068	10,559	-39.3%	Shares	Sole	2021-01-19
2020-09-30	$414,775	17,391	-30.2%	Shares	Sole	2020-10-23
2020-06-30	$706,567	24,923	+1.1%	Shares	Sole	2020-07-14
2020-03-31	$660,807	24,657	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.