ENCOMPASS WEALTH ADVISORS, LLC
Position in COLB — Columbia Banking System, Inc.
CIK 1849614
PORTLAND, OR
Position in COLB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$212,331
-$2,164 QoQ
Shares Held
6,625
-6.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#402
of 550 holders
Holding Since
Dec 2020
10 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, 2026ENCOMPASS WEALTH ADVISORS, LLC holds $502,794 across 2 Banks - Regional names. COLB ranks #2 (42.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
4,809 | $290,463 | |
| 2 | COLB |
Columbia Banking System, Inc.
This page
|
6,625 | $212,331 |
All Filings in COLB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,331 | 6,625 | Shares | Sole | 2026-07-21 | |
| 2022-12-31 | $214,495 | 7,119 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $205,667 | 7,119 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $203,959 | 7,119 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $290,752 | 9,010 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $229,661 | 7,019 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $266,651 | 7,019 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $274,855 | 7,128 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $307,102 | 7,127 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $241,499 | 6,727 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||