Robertson Stephens Wealth Management, LLC
Position in COLB — Columbia Banking System, Inc.
CIK 1767307
San Francisco, CA
Position in COLB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$297,840
+$40,492 QoQ
Shares Held
9,293
-0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#355
of 550 holders
Holding Since
Mar 2020
16 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, 2026Robertson Stephens Wealth Management, LLC holds $5,344,586 across 9 Banks - Regional names. COLB ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVBF |
Cvb Financial Corp
|
62,964 | $1,419,838 | |
| 2 | BCAL |
California BanCorp \ CA
|
53,579 | $1,116,586 | |
| 3 | BFST |
Business First Bancshares, Inc.
|
25,486 | $783,184 | |
| 4 | USB |
US Bancorp \De\
|
11,626 | $702,210 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,680 | $413,649 | |
| 6 | COLB |
Columbia Banking System, Inc.
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|
9,293 | $297,840 | |
| 7 | BBT |
Beacon Financial Corp
|
9,460 | $288,057 | |
| 8 | FITB |
Fifth Third Bancorp
|
4,210 | $237,317 |
All Filings in COLB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,840 | 9,293 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $257,348 | 9,382 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $262,450 | 9,390 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $241,672 | 9,389 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $213,716 | 9,141 | Shares | Sole | 2025-07-24 | |
| 2022-09-30 | $220,864 | 7,645 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $219,029 | 7,645 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $246,704 | 7,645 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $250,144 | 7,645 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $290,433 | 7,645 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $294,791 | 7,645 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $329,423 | 7,645 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $274,455 | 7,645 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $206,183 | 8,645 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $245,085 | 8,645 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $231,686 | 8,645 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||