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Principle Wealth Partners LLC

SEC CIK
0001743413
Latest filing
Aug 7, 2026

COLB holding history

Columbia Banking System, Inc. in every 13F filed by Principle Wealth Partners 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)
7,326
Value
$234.8K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2023
Holdings of COLB by Principle Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,326$234.8K<0.1%00.0%UnchangedHolders
Q1 20267,326$201.0K<0.1%00.0%UnchangedHolders
Q4 20257,326$204.8K<0.1%+7,326NewHolders
Q1 20250$00.0%−8,843−100.0%Sold outHolders
Q4 20248,843$238.8K<0.1%+1,104+14.3%AddedHolders
Q3 20247,739$202.1K<0.1%+7,739NewHolders
Q1 20240$00.0%−8,604−100.0%Sold outHolders
Q4 20238,604$229.6K<0.1%+8,604NewHolders
Q3 20230$00.0%−9,914−100.0%Sold outHolders
Q2 20239,914$201.1K<0.1%00.0%UnchangedHolders
Q1 20239,914$212.4K<0.1%+9,914NewHolders