Capital Advisors Wealth Management, LLC

Position in COLB — Columbia Banking System, Inc.

CIK 1824700 YAKIMA, WA

Position in COLB

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,912,463

+$1,009,312 QoQ

Shares Held

153,275

+7.7% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

2.05%

of 13F equity value

Holder Rank

#122

of 550 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Capital Advisors Wealth Management, LLC holds $6,104,681 across 3 Banks - Regional names. COLB ranks #1 (80.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COLB	Columbia Banking System, Inc. This page	153,275	$4,912,463
2	USB	US Bancorp \De\	13,946	$842,338
3	CCB	Coastal Financial Corp	4,514	$349,880

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,912,463	153,275	+7.7%	Shares	Sole	2026-07-23
2026-03-31	$3,903,151	142,295	+1.3%	Shares	Sole	2026-04-08
2025-12-31	$3,925,074	140,432	+4.3%	Shares	Sole	2026-01-21
2025-09-30	$3,465,221	134,624	+6.9%	Shares	Sole	2025-10-16
2025-06-30	$2,944,383	125,936	+3.1%	Shares	Sole	2025-08-13
2025-03-31	$3,045,149	122,099	+3.5%	Shares	Sole	2025-04-25
2024-12-31	$3,185,748	117,947	-0.4%	Shares	Sole	2025-01-15
2024-09-30	$3,091,737	118,412	+5.5%	Shares	Sole	2024-10-15
2024-06-30	$2,231,737	112,204	+21.5%	Shares	Sole	2024-07-16
2024-03-31	$1,786,217	92,311	+23.3%	Shares	Sole	2024-04-12
2023-12-31	$1,997,184	74,857	+18.1%	Shares	Sole	2024-01-09
2023-09-30	$1,286,309	63,365	+11.0%	Shares	Sole	2023-10-11
2023-06-30	$1,157,582	57,080	+22.0%	Shares	Sole	2023-07-12
2023-03-31	$1,001,984	46,778	—	Shares	Sole	2023-04-14
No filing history on record for this holder in this stock.