Steward Partners Investment Advisory, LLC
Position in COLB — Columbia Banking System, Inc.
CIK 1723397
STAMFORD, CT
Position in COLB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$145,154
+$71,779 QoQ
Shares Held
4,529
+69.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#416
of 550 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COLB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $73,894,070 across 130 Banks - Regional names. COLB ranks #60 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
132,130 | $6,582,716 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
3,102 | $6,454,610 | |
| 3 | HWC |
Hancock Whitney Corp
|
78,807 | $5,888,459 | |
| 4 | RF |
Regions Financial Corp
|
154,417 | $4,663,393 | |
| 5 | FITB |
Fifth Third Bancorp
|
80,356 | $4,529,667 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
18,291 | $4,503,610 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
52,507 | $3,679,165 | |
| 8 | USB |
US Bancorp De
|
56,496 | $3,412,358 |
All Filings in COLB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,154 | 4,529 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $73,375 | 2,675 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $13,164 | 471 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $216,730 | 8,420 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $186,385 | 7,972 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $256,208 | 10,273 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $284,901 | 10,548 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $301,100 | 11,532 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $167,274 | 8,410 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $221,344 | 11,439 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $355,564 | 13,327 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $153,772 | 7,575 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $263 | 13 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||