Position in COLB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$397,740
+$186,255 QoQ
Shares Held
12,410
+61.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#323
of 550 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COLB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $21,613,854 across 31 Banks - Regional names. COLB ranks #19 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
213,939 | $2,049,535 | |
| 2 | HDB |
Hdfc Bank Ltd
|
62,141 | $1,605,102 | |
| 3 | IBN |
Icici Bank Ltd
|
52,972 | $1,537,777 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
21,830 | $1,529,628 | |
| 5 | USB |
US Bancorp \De\
|
23,940 | $1,445,976 | |
| 6 | KB |
KB Financial Group Inc.
|
11,412 | $1,197,803 | |
| 7 | LYG |
Lloyds Banking Group plc
|
196,676 | $1,146,621 | |
| 8 | NWG |
NatWest Group plc
|
63,031 | $1,111,236 |
All Filings in COLB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,740 | 12,410 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $211,485 | 7,710 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $241,683 | 8,647 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $271,454 | 10,546 | Shares | Sole | 2025-10-03 | |
| No filing history on record for this holder in this stock. | ||||||