TRED AVON FAMILY WEALTH, LLC

Position in COLB — Columbia Banking System, Inc.

CIK 2094435 EASTON, MD

Position in COLB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,024,574

+$134,087 QoQ

Shares Held

31,968

-1.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#239

of 550 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRED AVON FAMILY WEALTH, LLC holds $3,923,362 across 4 Banks - Regional names. COLB ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHBI	Shore Bancshares Inc	62,243	$1,428,476
2	COLB	Columbia Banking System, Inc. This page	31,968	$1,024,574
3	KB	KB Financial Group Inc.	8,075	$847,552
4	AUB	Atlantic Union Bankshares Corp	14,719	$622,760

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,024,574	31,968	-1.5%	Shares	Sole	2026-08-10
2026-03-31	$890,487	32,464	+12.8%	Shares	Sole	2026-04-22
2025-12-31	$804,456	28,782	-3.1%	Shares	Sole	2026-01-27
2025-09-30	$764,169	29,688	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.