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TD PRIVATE CLIENT WEALTH LLC → COLB

TD PRIVATE CLIENT WEALTH LLC COLB Position History

Columbia Banking System, Inc. • Financial Services

Quarters held
4
Latest value
$4.5M
Q3 2026
Peak value
$4.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.8M
Q1 2026$3.8M
Q2 2026$4.8M
Q3 2026$4.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.5M157.9K——
Q2 2026$4.8M149.7K——
Q1 2026$3.8M138.9K——
Q4 2025$3.8M135.9K——

Other funds holding COLB

Other TD PRIVATE CLIENT WEALTH LLC positions

STT-PG

SPDR SER TR STATE STR SPDR PORT S&P 500 ETF

$522.1M
STT-PG

SPDR SER TR STATE STR SPDR PORT S&P 500 ETF

$484.1M
STT-PG

SPDR SERIES TRUST

$399.4M
STT-PG

SPDR SER TR STATE STR SPDR PORT S&P 500 ETF

$394.5M
ETHA

ISHARES TR CORE MSCI EAFE ETF

$383.9M
ETHA

ISHARES TR CORE MSCI EAFE ETF

$357.9M
ETHA

ISHARES TR

$307.3M
ETHA

ISHARES TR CORE MSCI EAFE ETF

$280.2M