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Columbia Banking System shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Columbia Banking System (COLB) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Columbia Banking System

Tip: Access up to 7 years of quarterly data

All positions including Columbia Banking System held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia Banking System by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $280k 10k 27.43
2025-09-30 $600k 23k 25.74
2025-06-30 $811k 35k 23.38
2025-03-31 $1.1M 44k 24.94
2024-12-31 $1.2M 44k 27.01

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Ishares Gold Tr Ishares New (IAU)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Ishares Tr Msci Usa Min Vol (USMV)
Exxon Mobil Corporation (XOM)
Advisors Ser Tr Scharf Etf (KAT)

View all positions for Roehl & Yi Investment Advisors

Top funds holding Columbia Banking System

Vanguard Group
BlackRock
Wellington Management Company
T. Rowe Price Investment Management
Vanguard Portfolio Management
Dimensional Fund Advisors
Vanguard Capital Management
State Street Corporation
Charles Schwab Investment Management
American Century Companies
Bank of New York Mellon
Massachusetts Financial Services
Franklin Resources
Geode Capital Management
HoldCo Asset Management

View all funds holding Columbia Banking System