COLB — Columbia Bkg Sys Inc Institutional Holders · Q3 2026
Who owns Columbia Bkg Sys Inc (COLB)? 18 institutions reported holding $9.38M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Capital Advisors Wealth Management, LLC ($4.5M), Ausbil Investment Management Ltd ($1.5M), Farther Finance Advisors, LLC ($888,776).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Capital Advisors Wealth Management, LLC | $4.5M | 156,878 | Added |
| 2 | Ausbil Investment Management Ltd | $1.5M | 51,634 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $888,776 | 31,076 | Added |
| 4 | MOODY NATIONAL BANK TRUST DIVISION | $706,048 | 24,687 | Hold |
| 5 | Wedmont Private Capital | $472,057 | 16,546 | Trimmed |
| 6 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $336,479 | 11,765 | Added |
| 7 | GAMMA Investing LLC | $307,421 | 10,749 | Added |
| 8 | Versant Capital Management, Inc | $216,330 | 7,564 | Added |
| 9 | Paragon Capital Management Ltd | $209,617 | 7,329 | Added |
| 10 | Apella Capital, LLC | $202,822 | 7,177 | Added |
| 11 | ELEVATION WEALTH PARTNERS, LLC | $38,668 | 1,352 | Added |
| 12 | CX Institutional | $23,000 | 816 | Added |
| 13 | GoalVest Advisory LLC | $10,096 | 353 | New |
| 14 | MassMutual Private Wealth & Trust, FSB | $2,803 | 98 | Trimmed |
| 15 | Retirement Wealth Solutions LLC | $1,257 | 44 | Trimmed |
| 16 | Planning Strategies Inc. | $601 | 21 | Added |
| 17 | Legacy Wealth Asset Management, LLC | $0 | 0 | Exited |
| 18 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30