INDEPENDENT FINANCIAL GROUP, LLC
Position in COLB — Columbia Banking System, Inc.
CIK 275484
SAN DIEGO, CA
Position in COLB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$248,708
+$31,408 QoQ
Shares Held
7,760
-2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#378
of 550 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COLB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $6,408,750 across 9 Banks - Regional names. COLB ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,824 | $1,433,985 | |
| 2 | WAL |
Western Alliance Bancorporation
|
15,595 | $1,281,909 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
14,743 | $1,033,042 | |
| 4 | USB |
US Bancorp De
|
13,064 | $789,065 | |
| 5 | MTB |
M&T Bank Corp
|
2,536 | $603,593 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
280 | $582,621 | |
| 7 | COLB |
Columbia Banking System, Inc.
This page
|
7,760 | $248,708 | |
| 8 | EWBC |
East West Bancorp Inc
|
1,733 | $223,712 |
All Filings in COLB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,708 | 7,760 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $217,300 | 7,922 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $220,916 | 7,904 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $203,448 | 7,904 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $200,954 | 7,440 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||