Kestra Advisory Services, LLC

Position in COLB — Columbia Banking System, Inc.

CIK 1830819 AUSTIN, TX

Position in COLB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$364,248

+$56,072 QoQ

Shares Held

11,365

+1.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#331

of 550 holders

Holding Since

Sep 2023

10 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $166,838,654 across 62 Banks - Regional names. COLB ranks #45 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	129,082	$31,782,570
2	KEY	Keycorp /New/	1,129,008	$26,023,634
3	USB	US Bancorp \De\	244,202	$14,749,800
4	HBAN	Huntington Bancshares Inc /Md/	749,024	$13,280,195
5	TFC	Truist Financial Corp	246,485	$12,279,882
6	FITB	Fifth Third Bancorp	199,045	$11,220,166
7	VLY	Valley National Bancorp	345,975	$5,068,533
8	AUB	Atlantic Union Bankshares Corp	99,972	$4,229,815

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,248	11,365	+1.2%	Shares	Sole	2026-07-28
2026-03-31	$308,176	11,235	-2.2%	Shares	Sole	2026-04-30
2025-12-31	$321,033	11,486	+0.6%	Shares	Sole	2026-02-13
2025-09-30	$293,873	11,417	-0.5%	Shares	Sole	2025-11-14
2025-06-30	$268,402	11,480	-6.5%	Shares	Sole	2025-08-15
2024-12-31	$331,547	12,275	+1.7%	Shares	Sole	2025-02-10
2024-06-30	$239,952	12,064	-5.9%	Shares	Sole	2024-08-14
2024-03-31	$247,950	12,814	+15.7%	Shares	Sole	2024-05-15
2023-12-31	$295,374	11,071	-0.7%	Shares	Sole	2024-02-14
2023-09-30	$226,345	11,150	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.