Back to COLB
WealthPlan Investment Management, LLC → COLB
WealthPlan Investment Management, LLC COLB Position History
Columbia Banking System, Inc. • Financial Services
Quarters held
5
Latest value
$2.3M
Q3 2026
Peak value
$5.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.7M |
| Q4 2025 | $5.1M |
| Q1 2026 | $2.6M |
| Q2 2026 | $2.9M |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 56.7K | — | — |
| Q2 2026 | $2.9M | 70.8K | — | — |
| Q1 2026 | $2.6M | 91.7K | — | — |
| Q4 2025 | $5.1M | 166.7K | — | — |
| Q3 2025 | $5.7M | 183.3K | — | — |
Other funds holding COLB
$406.8M
$406.8M
$342.2M
$205.1M
$168.2M
$124.5M
$95.3M