Columbia Bank

Q3 2026 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
170
Total value ($000)
$466,566
Net value change ($000)
+20,603 (4.6%)
New positions
9
Sold out positions
4
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 8,354 47.4%
AAPL 3,329 19.3%
NVDA 2,889 20.5%
IEFA 2,623 12.0%
META 1,579 46.1%
IEF 1,419 10.6%
TMO 1,226 39.6%
CRWD 1,169 38.7%
AMZN 1,040 9.5%
CVX 1,037 26.1%
Top Reduces (Value $000, Stocks/ETFs)
LRCX -3,975 -26.7%
IEI -2,319 -40.8%
CAT -1,701 -26.1%
AGG -1,569 -6.6%
XOM -1,331 -100.0%
CMI -824 -26.1%
ASML -616 -9.4%
HCA -597 -26.5%
URI -580 -15.0%
VOO -443 -30.0%
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