Filing Research | COLB - COLUMBIA BANKING SYSTEM INC Institutional Holdings

Snapshot holdings

50 / 121 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	1.7MSH	$54.9M
2	EASTERLY INVESTMENT PARTNERS LLC	Shares	884.0KSH	$28.3M
3	Gilman Hill Asset Management, LLC	Shares	324.5KSH	$10.4M
4	ZWJ INVESTMENT COUNSEL INC	Shares	311.7KSH	$10.0M
5	MOODY ALDRICH PARTNERS LLC	Shares	261.2KSH	$8.4M
6	Mirae Asset Global Investments Co., Ltd.	Shares	241.9KSH	$7.8M
7	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	190.9KSH	$6.1M
8	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	178.7KSH	$5.7M
9	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	157.7KSH	$5.1M
10	Capital Advisors Wealth Management, LLC	Shares	153.3KSH	$4.9M
11	Police & Firemen's Retirement System of New Jersey	Shares	132.7KSH	$4.3M
12	D.A. DAVIDSON & CO.	Shares	104.4KSH	$3.3M
13	Sippican Capital Advisors	Shares	103.5KSH	$3.3M
14	HENNESSY ADVISORS INC	Shares	96.0KSH	$3.1M
15	Louisiana State Employees Retirement System	Shares	84.7KSH	$2.7M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	80.2KSH	$2.6M
17	Linden Thomas Advisory Services, LLC	Shares	78.8KSH	$2.5M
18	Range Financial Group LLC	Shares	77.6KSH	$2.5M
19	Ausbil Investment Management Ltd	Shares	68.5KSH	$2.2M
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	69.3KSH	$2.2M
21	Vest Financial, LLC	Shares	63.4KSH	$2.0M
22	Sowell Financial Services LLC	Shares	62.7KSH	$2.0M
23	Y-Intercept (Hong Kong) Ltd	Shares	51.5KSH	$1.7M
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	50.2KSH	$1.6M
25	Quad-Cities Investment Group, LLC	Shares	45.8KSH	$1.5M
26	SummerHaven Investment Management, LLC	Shares	30.0KSH	$961.9K
27	Hennion & Walsh Asset Management, Inc.	Shares	27.9KSH	$894.0K
28	Revolve Wealth Partners, LLC	Shares	26.9KSH	$862.1K
29	MOODY NATIONAL BANK TRUST DIVISION	Shares	24.7KSH	$791.2K
30	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	24.7KSH	$791.2K
31	CWC Advisors, LLC.	Shares	22.7KSH	$729.1K
32	SALZHAUER MICHAEL	Shares	22.7KSH	$727.1K
33	SECURIAN ASSET MANAGEMENT, INC	Shares	21.3KSH	$709.6K
34	Merit Financial Group, LLC	Shares	20.2KSH	$646.7K
35	EverSource Wealth Advisors, LLC	Shares	17.8KSH	$571.5K
36	Crossmark Global Holdings, Inc.	Shares	17.5KSH	$561.6K
37	Wedmont Private Capital	Shares	17.2KSH	$549.8K
38	Vanguard Capital Wealth Advisors	Shares	16.5KSH	$529.6K
39	Freedom Day Solutions, LLC	Shares	15.9KSH	$509.8K
40	GATEWAY INVESTMENT ADVISERS LLC	Shares	15.7KSH	$504.0K
41	Farther Finance Advisors, LLC	Shares	15.6KSH	$499.4K
42	Sequoia Financial Advisors, LLC	Shares	15.2KSH	$486.9K
43	Columbia Bank	Shares	15.0KSH	$480.8K
44	LANARK FINANCIAL, INC.	Shares	14.7KSH	$472.2K
45	Unison Advisors LLC	Shares	14.3KSH	$458.9K
46	QRG CAPITAL MANAGEMENT, INC.	Shares	13.8KSH	$441.3K
47	Aaron Wealth Advisors LLC	Shares	12.4KSH	$397.7K
48	TRUE Private Wealth Advisors	Shares	12.0KSH	$385.0K
49	Diligent Investors, LLC	Shares	12.0KSH	$383.2K
50	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	11.6KSH	$373.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 128 loaded

#		Instrument
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+480.7K	+$21.1M	$54.9M
2	EASTERLY INVESTMENT PARTNERS LLC added	Shares	+158.6K	+$8.5M	$28.3M
3	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+157.7K	+$5.1M	$5.1M
4	ZWJ INVESTMENT COUNSEL INC added	Shares	+23.6K	+$2.1M	$10.0M
5	Mirae Asset Global Investments Co., Ltd. added	Shares	+35.2K	+$2.1M	$7.8M
6	Vest Financial, LLC new	Shares	+63.4K	+$2.0M	$2.0M
7	Y-Intercept (Hong Kong) Ltd new	Shares	+51.5K	+$1.7M	$1.7M
8	Gilman Hill Asset Management, LLC added	Shares	+4.6K	+$1.6M	$10.4M
9	Capital Advisors Wealth Management, LLC added	Shares	+11.0K	+$1.0M	$4.9M
10	Ausbil Investment Management Ltd added	Shares	+24.5K	+$997.9K	$2.2M
11	Revolve Wealth Partners, LLC new	Shares	+26.9K	+$862.1K	$862.1K
12	Police & Firemen's Retirement System of New Jersey added	Shares	+4.8K	+$745.1K	$4.3M
13	HIGHLAND CAPITAL MANAGEMENT, LLC trimmed	Shares	-4.5K	+$703.3K	$5.7M
14	Freedom Day Solutions, LLC new	Shares	+15.9K	+$509.8K	$509.8K
15	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-16.2K	+$436.4K	$6.1M
16	Sippican Capital Advisors trimmed	Shares	-2.2K	+$417.3K	$3.3M
17	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+10.7K	+$406.9K	$791.2K
18	Range Financial Group LLC added	Shares	+1.6K	+$401.7K	$2.5M
19	Louisiana State Employees Retirement System trimmed	Shares	-1.0K	+$363.9K	$2.7M
20	Composition Wealth, LLC new	Shares	+8.0K	+$257.6K	$257.6K
21	Ballentine Partners, LLC new	Shares	+7.5K	+$241.9K	$241.9K
22	Fifth Third Wealth Advisors LLC new	Shares	+7.1K	+$228.5K	$228.5K
23	Quad-Cities Investment Group, LLC added	Shares	+331	+$220.7K	$1.5M
24	Drucker Wealth 3.0, LLC new	Shares	+6.8K	+$216.9K	$216.9K
25	GREENLEAF TRUST new	Shares	+6.7K	+$214.1K	$214.1K
26	ENCOMPASS WEALTH ADVISORS, LLC new	Shares	+6.6K	+$212.3K	$212.3K
27	DeDora Capital, Inc. new	Shares	+6.5K	+$209.2K	$209.2K
28	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-6.1K	+$202.4K	$2.6M
29	Sowell Financial Services LLC trimmed	Shares	-3.2K	+$200.6K	$2.0M
30	HENNESSY ADVISORS INC trimmed	Shares	-9.0K	+$196.7K	$3.1M
31	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-4.7K	+$190.9K	$2.2M
32	Aaron Wealth Advisors LLC added	Shares	+4.7K	+$186.3K	$397.7K
33	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+3.8K	+$177.2K	$504.0K
34	Vanguard Capital Wealth Advisors added	Shares	+2.8K	+$153.1K	$529.6K
35	LANARK FINANCIAL, INC. added	Shares	+2.8K	+$143.5K	$472.2K
36	SummerHaven Investment Management, LLC unchanged	Shares	0	+$138.7K	$961.9K
37	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-413	+$117.5K	$894.0K
38	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-351	+$114.4K	$709.6K
39	Curated Wealth Partners LLC new	Shares	+95.2K	+$114.0K	$114.0K
40	SALZHAUER MICHAEL unchanged	Shares	0	+$104.8K	$727.1K
41	Wedmont Private Capital added	Shares	+1.4K	+$95.3K	$549.8K
42	Farther Finance Advisors, LLC added	Shares	+1.1K	+$94.8K	$499.4K
43	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.0K	+$91.4K	$441.3K
44	CWC Advisors, LLC. trimmed	Shares	-742	+$84.8K	$729.1K
45	Crossmark Global Holdings, Inc. added	Shares	+1	+$81.0K	$561.6K
46	Unison Advisors LLC added	Shares	+181	+$71.1K	$458.9K
47	Columbia Bank unchanged	Shares	0	+$69.3K	$480.8K
48	Sequoia Financial Advisors, LLC trimmed	Shares	-174	+$65.4K	$486.9K
49	GAMMA Investing LLC added	Shares	+655	+$65.1K	$326.8K
50	Merit Financial Group, LLC trimmed	Shares	-1.0K	+$64.5K	$646.7K

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