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Columbia Banking System shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Columbia Banking System (COLB) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Columbia Banking System

Tip: Access up to 7 years of quarterly data

All positions including Columbia Banking System held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia Banking System by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $210k 11k 19.35
2023-12-31 $207k 7.7k 26.68

More positions owned by Keudell/Morrison Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
World Gold Tr Spdr Gld Minis (GLDM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Amazon (AMZN)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Columbia Banking System

Vanguard Group
BlackRock
T. Rowe Price Investment Management
Morgan Stanley
Franklin Resources
Charles Schwab Investment Management
Massachusetts Financial Services
American Century Companies
Bank of New York Mellon
Wellington Management Company
Silvercrest Asset Management Group
Geode Capital Management
Pzena Investment Management
Barrow, Hanley, Mewhinney & Strauss
Cooke & Bieler

View all funds holding Columbia Banking System