Keudell/Morrison Wealth Management
Position in COLB — Columbia Banking System, Inc.
CIK 1785498
Salem, OR
Position in COLB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$238,548
+$34,387 QoQ
Shares Held
7,443
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#386
of 550 holders
Holding Since
Dec 2023
7 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, 2026Keudell/Morrison Wealth Management holds $4,721,202 across 6 Banks - Regional names. COLB ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
51,526 | $3,112,170 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,381 | $586,249 | |
| 3 | TFC |
Truist Financial Corp
|
6,722 | $334,890 | |
| 4 | RF |
Regions Financial Corp
|
8,218 | $248,183 | |
| 5 | COLB |
Columbia Banking System, Inc.
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|
7,443 | $238,548 | |
| 6 | GBCI |
Glacier Bancorp, Inc.
|
3,900 | $201,162 |
All Filings in COLB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,548 | 7,443 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $204,161 | 7,443 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $208,031 | 7,443 | Shares | Sole | 2026-02-06 | |
| 2024-12-31 | $206,788 | 7,656 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $233,397 | 8,939 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $209,618 | 10,833 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $206,583 | 7,743 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||