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CI Private Wealth, LLC

SEC CIK
0001948780
Latest filing
Aug 27, 2026

COLB holding history

Columbia Banking System, Inc. in every 13F filed by CI Private 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)
56,116
Value
$1.80M
% of portfolio
<0.1%
Quarters held
13
Since Q1 2023
Holdings of COLB by CI Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656,116$1.80M<0.1%+12,643+29.1%AddedHolders
Q1 202643,473$1.15M<0.1%−3,994−8.4%ReducedHolders
Q4 202547,467$1.33M<0.1%+13,053+37.9%AddedHolders
Q3 202534,414$885.8K<0.1%−955−2.7%ReducedHolders
Q2 202535,369$826.9K<0.1%+5,467+18.3%AddedHolders
Q1 202529,902$745.8K<0.1%+5,810+24.1%AddedHolders
Q4 202424,092$650.8K<0.1%−22,188−47.9%ReducedHolders
Q3 202446,280$1.21M<0.1%+9,028+24.2%AddedHolders
Q2 202437,252$741.0K<0.1%+2,375+6.8%AddedHolders
Q1 202434,877$674.9K<0.1%−1,235−3.4%ReducedHolders
Q4 202336,112$963.5K<0.1%+36,112NewHolders
Q3 20230$00.0%−11,065−100.0%Sold outHolders
Q2 202311,065$224.4K<0.1%+195+1.8%AddedHolders
Q1 202310,870$232.8K<0.1%+10,870NewHolders