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Capital Advisors Wealth Management, LLC → COLB
Capital Advisors Wealth Management, LLC COLB Position History
Columbia Banking System, Inc. • Financial Services
Quarters held
5
Latest value
$4.5M
Q3 2026
Peak value
$4.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.5M |
| Q4 2025 | $3.9M |
| Q1 2026 | $3.9M |
| Q2 2026 | $4.9M |
| Q3 2026 | $4.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.5M | 156.9K | — | — |
| Q2 2026 | $4.9M | 153.3K | — | — |
| Q1 2026 | $3.9M | 142.3K | — | — |
| Q4 2025 | $3.9M | 140.4K | — | — |
| Q3 2025 | $3.5M | 134.6K | — | — |
Other funds holding COLB
$406.8M
$406.8M
$342.2M
$205.1M
$168.2M
$124.5M
$95.3M