Principle Wealth Partners LLC
Position in COLB — Columbia Banking System, Inc.
CIK 1743413
MADISON, CT
Position in COLB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$234,798
+$33,846 QoQ
Shares Held
7,326
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#390
of 554 holders
Holding Since
Mar 2023
8 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, 2026Principle Wealth Partners LLC holds $14,285,129 across 7 Banks - Regional names. COLB ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
23,716 | $5,839,353 | |
| 2 | TFC |
Truist Financial Corp
|
66,088 | $3,292,504 | |
| 3 | USB |
US Bancorp \De\
|
34,218 | $2,066,767 | |
| 4 | MTB |
M&T Bank Corp
|
6,043 | $1,438,294 | |
| 5 | FULT |
Fulton Financial Corp
|
41,096 | $994,112 | |
| 6 | WASH |
Washington Trust Bancorp Inc
|
11,494 | $419,301 | |
| 7 | COLB |
Columbia Banking System, Inc.
This page
|
7,326 | $234,798 |
All Filings in COLB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,798 | 7,326 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $200,952 | 7,326 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $204,761 | 7,326 | Shares | Defined | 2026-02-06 | |
| 2024-12-31 | $238,849 | 8,843 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $202,065 | 7,739 | Shares | Defined | 2024-11-13 | |
| 2023-12-31 | $229,554 | 8,604 | Shares | Defined | 2024-02-05 | |
| 2023-06-30 | $201,055 | 9,914 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $212,357 | 9,914 | Shares | Defined | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||