Back to COLB
Principle Wealth Partners LLC → COLB
Principle Wealth Partners LLC COLB Position History
Columbia Banking System, Inc. • Financial Services
Quarters held
7
Latest value
$7M
Q3 2026
Peak value
$8.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $205K |
| Q1 2026 | $201K |
| Q1 2026 | $1.4M |
| Q2 2026 | $235K |
| Q2 2026 | $8.5M |
| Q3 2026 | $210K |
| Q3 2026 | $7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7M | 384.3K | — | — |
| Q3 2026 | $210K | 7.3K | — | — |
| Q2 2026 | $8.5M | 453.4K | — | — |
| Q2 2026 | $235K | 7.3K | — | — |
| Q1 2026 | $1.4M | 73.1K | — | — |
| Q1 2026 | $201K | 7.3K | — | — |
| Q4 2025 | $205K | 7.3K | — | — |
Other funds holding COLB
$406.8M
$406.8M
$342.2M
$205.1M
$168.2M
$124.5M
$103.4M