Back to COLB
Kestra Advisory Services, LLC → COLB
Kestra Advisory Services, LLC COLB Position History
Columbia Banking System, Inc. • Financial Services
Quarters held
14
Latest value
$588K
Q3 2026
Peak value
$2.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $294K |
| Q3 2025 | $387K |
| Q4 2025 | $321K |
| Q4 2025 | $380K |
| Q4 2025 | $405K |
| Q1 2026 | $308K |
| Q1 2026 | $1.5M |
| Q1 2026 | $394K |
| Q2 2026 | $364K |
| Q2 2026 | $1.4M |
| Q2 2026 | $555K |
| Q3 2026 | $535K |
| Q3 2026 | $2.8M |
| Q3 2026 | $588K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $588K | 14.7K | — | — |
| Q3 2026 | $2.8M | 150.9K | — | — |
| Q3 2026 | $535K | 18.7K | — | — |
| Q2 2026 | $555K | 13.7K | — | — |
| Q2 2026 | $1.4M | 73.5K | — | — |
| Q2 2026 | $364K | 11.4K | — | — |
| Q1 2026 | $394K | 13.7K | — | — |
| Q1 2026 | $1.5M | 78.7K | — | — |
| Q1 2026 | $308K | 11.2K | — | — |
| Q4 2025 | $405K | 21.4K | — | — |
| Q4 2025 | $380K | 12.4K | — | — |
| Q4 2025 | $321K | 11.5K | — | — |
| Q3 2025 | $387K | 12.4K | — | — |
| Q3 2025 | $294K | 11.4K | — | — |
Other funds holding COLB
$406.8M
$406.8M
$342.2M
$205.1M
$168.2M
$124.5M
$103.4M