Skip to main content

Beacon Pointe Advisors, LLC

Position in COLB — Columbia Banking System, Inc.

CIK 1744317 NEWPORT BEACH, CA

Position in COLB

as of Jun 30, 2026 · filed Aug 18, 2026
Position Value
$400,913
-$109,339 QoQ
Shares Held
12,509
-32.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#322
of 550 holders
Holding Since
Mar 2026
2 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, 2026

Beacon Pointe Advisors, LLC holds $73,716,083 across 38 Banks - Regional names. COLB ranks #27 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in COLB

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $400,913 12,509
2026-03-31 $510,252 18,602