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Retirement Planning Group, LLC → COLB

Retirement Planning Group, LLC COLB Position History

Columbia Banking System, Inc. • Financial Services

Quarters held
3
Latest value
$2.6M
Q3 2026
Peak value
$2.6M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$2M
Q2 2026$2.2M
Q3 2026$2.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.6M65.6K——
Q2 2026$2.2M57.8K——
Q1 2026$2M50.4K——

Other funds holding COLB

Other Retirement Planning Group, LLC positions

VGES

VANGUARD INDEX FDS

$362.3M
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VANGUARD INDEX FDS

$348.6M
VGES

VANGUARD INDEX FDS

$325.3M
BTCW

WISDOMTREE TR

$316.9M
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VANGUARD INDEX FDS

$306.3M
BTCW

WISDOMTREE TR

$299.8M
VGES

VANGUARD INDEX FDS

$292M
EZBC

FRANKLIN TEMPLETON ETF TR

$271.5M