Columbia Bank

Q3 2025 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
155
Total value ($000)
$357,740
Net value change ($000)
+29,479 (9.0%)
New positions
5
Sold out positions
14
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/12/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 4,062 47.0%
AGG 3,038 113.8%
AAPL 2,398 18.1%
IEMG 2,379 18.1%
EMXC 2,363 17.2%
LRCX 2,040 45.8%
IEFA 1,883 16.4%
NVDA 1,458 12.0%
IEI 1,310 9.1%
JEPI 1,303 NEW
Top Reduces (Value $000, Stocks/ETFs)
EPD -571 -100.0%
SPY -568 -29.3%
MUB -482 -24.3%
TLH -439 -100.0%
MDY -428 -100.0%
CP -375 -62.9%
IGSB -364 -100.0%
NEAR -359 -100.0%
IVV -356 -2.8%
VB -325 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type