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TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

COLB holding history

Columbia Banking System, Inc. in every 13F filed by TD Private Client Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COLB overviewAll 13F holders of COLBFull Q2 2026 holdings

Shares (Q2 2026)
149,708
Value
$4.80M
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of COLB by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026149,708$4.80M0.1%+10,799+7.8%AddedHolders
Q1 2026138,909$3.81M0.1%+2,982+2.2%AddedHolders
Q4 2025135,927$3.80M0.1%−2,708−2.0%ReducedHolders
Q3 2025138,635$3.57M0.1%+129,402+1,401.5%AddedHolders
Q2 20259,233$215.9K<0.1%−332−3.5%ReducedHolders
Q1 20259,565$238.6K<0.1%+1,135+13.5%AddedHolders
Q4 20248,430$227.7K<0.1%+2,235+36.1%AddedHolders
Q3 20246,195$161.8K<0.1%+51+0.8%AddedHolders
Q2 20246,144$122.2K<0.1%−13−0.2%ReducedHolders
Q1 20246,157$119.1K<0.1%+3,354+119.7%AddedHolders
Q4 20232,803$74.8K<0.1%−5,089−64.5%ReducedHolders
Q3 20237,892$160.2K<0.1%−410−4.9%ReducedHolders
Q2 20238,302$168.4K<0.1%−83−1.0%ReducedHolders
Q1 20238,385$179.6K<0.1%+108+1.3%AddedHolders
Q4 20228,277$249.4K<0.1%−32−0.4%ReducedHolders
Q3 20228,309$240.0K<0.1%+2,324+38.8%AddedHolders
Q2 20225,985$171.5K<0.1%+5,985NewHolders