JOURNEY STRATEGIC WEALTH LLC
Position in COLB — Columbia Banking System, Inc.
CIK 1909316
SUMMIT, NJ
Position in COLB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$234,141
+$2,995 QoQ
Shares Held
8,536
+3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in COLB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $8,251,623 across 28 Banks - Regional names. COLB ranks #19 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
12,796 | $665,517 | |
| 2 | TFC |
Truist Financial Corp
|
11,511 | $529,159 | |
| 3 | WBS |
Webster Financial Corp
|
6,967 | $483,646 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,291 | $476,731 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
29,000 | $453,847 | |
| 6 | CCNE |
Cnb Financial Corp/Pa
|
14,880 | $430,923 | |
| 7 | FITB |
Fifth Third Bancorp
|
7,636 | $354,765 | |
| 8 | WTFC |
Wintrust Financial Corp
|
2,553 | $354,712 |
All Filings in COLB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $234,141 | 8,536 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $231,146 | 8,270 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $208,491 | 8,100 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||