CREATIVE FINANCIAL DESIGNS INC /ADV
Position in COLB — Columbia Banking System, Inc.
CIK 819864
KOKOMO, IN
Position in COLB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$705
+$102 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#525
of 550 holders
Holding Since
Mar 2023
14 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $6,828,808 across 41 Banks - Regional names. COLB ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
39,006 | $1,943,278 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
99,253 | $1,759,755 | |
| 3 | USB |
US Bancorp De
|
15,736 | $950,454 | |
| 4 | WSBC |
Wesbanco Inc
|
13,771 | $537,482 | |
| 5 | CBSH |
Commerce Bancshares Inc /Mo/
|
9,121 | $526,737 | |
| 6 | FITB |
Fifth Third Bancorp
|
6,776 | $381,963 | |
| 7 | WTFC |
Wintrust Financial Corp
|
977 | $157,023 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
352 | $86,669 |
All Filings in COLB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705 | 22 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $603 | 22 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $614 | 22 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $566 | 22 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $514 | 22 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,917 | 117 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,377 | 51 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,331 | 51 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,014 | 51 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $986 | 51 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,360 | 51 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,035 | 51 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,034 | 51 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,092 | 51 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||