Moody Aldrich Partners LLC
Position in COLB — Columbia Banking System, Inc.
CIK 936941
MARBLEHEAD, MA
Position in COLB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,370,274
-$608,936 QoQ
Shares Held
261,163
-20.2% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#100
of 550 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 48%
Shared 36%
None 16%
Common Shares in COLB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Moody Aldrich Partners LLC holds $85,780,559 across 14 Banks - Regional names. COLB ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INDB |
Independent Bank Corp
|
114,219 | $9,562,414 | |
| 2 | WTFC |
Wintrust Financial Corp
|
57,414 | $9,227,578 | |
| 3 | ONB |
Old National Bancorp /In/
|
330,227 | $8,552,879 | |
| 4 | COLB |
Columbia Banking System, Inc.
This page
|
261,163 | $8,370,274 | |
| 5 | CASH |
Pathward Financial, Inc.
|
92,961 | $8,093,184 | |
| 6 | FIBK |
First Interstate Bancsystem Inc
|
170,347 | $6,568,580 | |
| 7 | CATY |
Cathay General Bancorp
|
104,425 | $6,473,305 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
138,493 | $6,347,134 |
All Filings in COLB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,370,274 | 261,163 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $8,979,210 | 327,350 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $9,245,636 | 330,792 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,994,047 | 271,719 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,646,125 | 327,037 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,281,426 | 332,054 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $9,103,261 | 337,033 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $8,224,623 | 314,999 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $5,587,120 | 280,901 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,303,196 | 274,067 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,957,729 | 335,747 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,181,591 | 353,773 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,280,797 | 457,633 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $5,844,982 | 272,875 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $9,979,839 | 331,226 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $10,027,516 | 347,093 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $9,595,257 | 334,913 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $12,900,577 | 399,770 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $11,521,759 | 352,132 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $12,202,236 | 321,196 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $10,631,724 | 275,719 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $12,029,478 | 279,171 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,606,005 | 128,301 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,056,806 | 128,168 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,607,818 | 233,080 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $5,362,680 | 200,100 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||