COLBNasdaqState Commercial BanksFiscal year ends December 31
COLUMBIA BANKING SYSTEM, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$28.33−0.11 (-0.39%)
Close on Oct 19, 2026
- Market cap
- $8.12B
- P/E (TTM)
- 11.3
- Dividend yield
- 5.12%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
95.3%
270M of 283M shares
Institutional holders
553
84 new, 46 sold out
Net institutional buying
-7M
In Q2 2026
Insider trades, 12 months
1 buys · 7 sales
Net sold $654.80K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 18,472,440 | 8.90% | 13G (passive) amendment | Dec 31, 2023 |
| Wellington Group Holdings LLP | 18,106,228 | 6.10% | 13G (passive) | Dec 31, 2025 |
| Vanguard Capital Management | 15,490,848 | 5.24% | 13G (passive) | Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 12,592,357 | 6.00% | 13G (passive) | Nov 14, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of COLB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 27,470,920 | 9.71% | $880.44M | +405,919 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 15,633,948 | 5.53% | $501.07K | −281,577 | 0.33% |
| Dimensional Fund Advisors LP | 13,906,292 | 4.92% | $445.70M | +356,689 | 0.08% |
| Vanguard Portfolio Management LLC | 13,678,183 | 4.83% | $438.39M | −661,533 | 0.02% |
| Vanguard Capital Management LLC | 13,072,525 | 4.62% | $418.97M | −152,100 | 0.01% |
| State Street Corp | 12,694,096 | 4.49% | $406.84M | +217,936 | 0.01% |
| Wellington Management Group Llp | 11,686,430 | 4.13% | $374.55M | −3,257,845 | 0.06% |
| Charles Schwab Investment Management Inc | 11,025,378 | 3.90% | $353.36M | +585,587 | 0.05% |
| Price T Rowe Associates Inc /Md/ | 9,879,006 | 3.49% | $316.62K | +905,586 | 0.03% |
| American Century Companies Inc | 7,903,579 | 2.79% | $253.31M | −1,832,490 | 0.11% |
| Franklin Resources Inc | 6,101,719 | 2.16% | $195.56M | −85,428 | 0.04% |
| Massachusetts Financial Services Co /Ma/ | 5,958,440 | 2.11% | $192.98M | −65,934 | 0.06% |
| Geode Capital Management, LLC | 5,795,510 | 2.05% | $185.79M | −69,372 | 0.01% |
| HoldCo Asset Management, LP | 5,722,786 | 2.02% | $183.42M | – | 11.77% |
| Invesco Ltd. | 4,686,223 | 1.66% | $150.19M | +589,203 | 0.01% |
| Silvercrest Asset Management Group LLC | 4,005,647 | 1.42% | $128.38M | −141,782 | 0.84% |
| Morgan Stanley | 3,816,175 | 1.35% | $122.31M | −1,086,006 | 0.01% |
| Nomura Asset Management International Inc. | 3,807,940 | 1.35% | $122.05M | −93,405 | 0.18% |
| Bank of New York Mellon Corp | 3,771,212 | 1.33% | $120.87M | −3,640,551 | 0.02% |
| Mackenzie Financial Corp | 3,176,857 | 1.12% | $101.82M | +2,042,060 | 0.10% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 553 | 270M | 95.3% | 84 / 181 | 202 / 46 | 22M | 29M |
| Q1 2026 | 527 | 277M | 97.8% | 72 / 195 | 173 / 39 | 44M | 30M |
| Q4 2025 | 503 | 294M | 100.0% | 80 / 156 | 182 / 45 | 39M | 38M |
| Q3 2025 | 475 | 294M | 100.0% | 111 / 238 | 88 / 44 | 93M | 9M |
| Q2 2025 | 411 | 209M | 74.0% | 61 / 170 | 124 / 44 | 26M | 13M |
| Q1 2025 | 399 | 197M | 69.7% | 50 / 162 | 122 / 49 | 15M | 11M |
| Q4 2024 | 402 | 194M | 68.7% | 65 / 144 | 131 / 33 | 12M | 11M |
| Q3 2024 | 375 | 195M | 68.8% | 65 / 132 | 124 / 50 | 36M | 15M |
| Q2 2024 | 363 | 192M | 67.8% | 56 / 119 | 137 / 47 | 18M | 32M |
| Q1 2024 | 356 | 206M | 73.0% | 52 / 135 | 122 / 66 | 37M | 25M |
| Q4 2023 | 373 | 195M | 69.0% | 70 / 120 | 141 / 24 | 21M | 12M |
| Q3 2023 | 335 | 187M | 66.1% | 37 / 112 | 141 / 56 | 15M | 20M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of COLB | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 9,906,969 | 3.50% | $317.52M | 0.26% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 9,203,428 | 3.25% | $294.97M | 0.01% | Jun 30, 2026 |
| Schwab U.S. Dividend Equity ETF | 7,050,732 | 2.49% | $208.98M | 0.22% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 6,647,727 | 2.35% | $213.06M | 0.11% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 5,752,422 | 2.03% | $184.37M | 1.74% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 4,212,956 | 1.49% | $135.03M | 0.20% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 3,673,305 | 1.30% | $108.88M | 0.40% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 3,663,206 | 1.29% | $114.55M | 0.59% | Jul 31, 2026 |
| Franklin Small Cap Value Fund | 3,470,242 | 1.23% | $108.51M | 2.53% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 3,317,100 | 1.17% | $106.31M | 0.11% | Jun 30, 2026 |
| Vanguard Explorer Fund | 2,763,122 | 0.98% | $86.40M | 0.39% | Jul 31, 2026 |
| MFS Mid Cap Value Fund | 2,743,690 | 0.97% | $87.94M | 0.51% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 2,632,850 | 0.93% | $84.38M | 0.51% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 2,184,317 | 0.77% | $70.01M | 0.75% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 2,170,317 | 0.77% | $69.56M | 0.47% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Clint Stein | Chair, CEO, President, Director | 158,735 | 0.06% | Mar 17, 2026 |
| Cort L. O'Haver | Executive Chairman, Director | 399,862 | 0.14% | Mar 14, 2025 |
| Judi Giem | EVP CHRO | 1,750 | 0.00% | Aug 18, 2026 |
| Aaron James Deer | EVP Chief Strategy/Innov Offcr | 42,761 | 0.02% | Jul 2, 2026 |
| Devine David Moore | EVP Chief Marketing Officer | 22,448 | 0.01% | Jun 10, 2026 |
| Brock Lakely | EVP, Chief Accounting Officer | 10,708 | 0.00% | Apr 16, 2026 |
| Kumi Yamamoto Baruffi | EVP General Counsel, Corp Sec | 53,715 | 0.02% | Mar 20, 2026 |
| Andrew H. Ognall | EVP Chief Risk Officer | 76,767 | 0.03% | Mar 17, 2026 |
| Drew K. Anderson | EVP Chief Admin Officer | 23,184 | 0.01% | Mar 17, 2026 |
| Christopher Merrywell | Senior Executive VP | 44,067 | 0.02% | Mar 17, 2026 |
| Frank Namdar | EVP Chief Credit Officer | 36,102 | 0.01% | Mar 17, 2026 |
| Torran B. Nixon | Senior Executive VP | 106,800 | 0.04% | Mar 17, 2026 |
| Ivan A. Seda | EVP, Chief Financial Officer | – | – | Feb 20, 2026 |
| Columbia Banking System, Inc. | EVP, Chief Accounting Officer | 10,860 | 0.00% | Dec 1, 2025 |
| Ron L. Farnsworth | Chief Financial Officer | 146,695 | 0.05% | Mar 14, 2025 |
| Lisa M. White | PAO & Corporate Controller | 29,045 | 0.01% | Mar 4, 2025 |
| Lisa Dow | Chief Risk Officer | 35,110 | 0.01% | Mar 4, 2025 |
| Luis Machuca | Director | 29,953 | 0.01% | Sep 15, 2026 |
| Steven R. Gardner | Director | 572,947 | 0.20% | Sep 8, 2026 |
| Simone Lagomarsino | Director | 35,608 | 0.01% | Sep 4, 2026 |
| Hilliard C. Terry III | Director | 55,514 | 0.02% | May 18, 2026 |
| Anddria Varnado | Director | 30,894 | 0.01% | May 18, 2026 |
| Jaynie M. Studenmund | Director | 25,650 | 0.01% | May 18, 2026 |
| John F. Schultz | Director | 50,384 | 0.02% | May 18, 2026 |
| Randal Lee Lund | Director | 28,663 | 0.01% | May 18, 2026 |
| M. Christian Mitchell | Director | 41,909 | 0.01% | May 18, 2026 |
| Mark A. Finkelstein | Director | 35,554 | 0.01% | May 18, 2026 |
| Elizabeth Whitehead Seaton | Director | 36,515 | 0.01% | May 18, 2026 |
| Eric Forrest | Director | 36,351 | 0.01% | May 18, 2026 |
| S. Mae Fujita Numata | Director | 37,113 | 0.01% | May 16, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Steven R. Gardner Director | Sep 4, 2026 | Award | +2,577 | – | – | 2,577 |
| Simone Lagomarsino Director | Sep 2, 2026 | Award | +2,670 | – | – | 2,670 |
| Judi Giem EVP CHRO | Aug 14, 2026 | Tax withholding | −643 | $32.69 | $21.02K | 1,750 |
| Judi Giem EVP CHRO | Aug 14, 2026 | Option exercise | +2,393 | $32.69 | $78.23K | 2,393 |
| Aaron James Deer EVP Chief Strategy/Innov Offcr | Jun 30, 2026 | Buy | +886 | $25.37 | $22.48K | 42,761 |
| Devine David Moore EVP Chief Marketing Officer | Jun 8, 2026 | Sale | −60 | $29.77 | $1.79K | 22,448 |
| Devine David Moore EVP Chief Marketing Officer | Jun 8, 2026 | Sale | −3,812 | $29.78 | $113.52K | 18,636 |
| Jaynie M. Studenmund Director | May 14, 2026 | Award | +3,949 | – | – | 21,807 |
| Elizabeth Whitehead Seaton Director | May 14, 2026 | Award | +3,949 | – | – | 3,949 |
| Hilliard C. Terry III Director | May 14, 2026 | Award | +3,949 | – | – | 55,514 |
| John F. Schultz Director | May 14, 2026 | Award | +3,949 | – | – | 50,384 |
| Randal Lee Lund Director | May 14, 2026 | Award | +3,949 | – | – | 27,663 |
| Anddria Varnado Director | May 14, 2026 | Award | +3,949 | – | – | 30,894 |
| Luis Machuca Director | May 14, 2026 | Award | +3,949 | – | – | 29,953 |
| Eric Forrest Director | May 14, 2026 | Award | +3,949 | – | – | 36,351 |
| Mark A. Finkelstein Director | May 14, 2026 | Award | +3,949 | – | – | 35,554 |
| M. Christian Mitchell Director | May 14, 2026 | Award | +3,949 | – | – | 41,909 |
| Brock Lakely EVP, Chief Accounting Officer | Apr 15, 2026 | Tax withholding | −396 | $29.10 | $11.52K | 10,708 |
| Kumi Yamamoto Baruffi EVP General Counsel, Corp Sec | Mar 13, 2026 | Tax withholding | −937 | $26.23 | $24.58K | 53,715 |
| Brock Lakely EVP, Chief Accounting Officer | Mar 13, 2026 | Tax withholding | −211 | $26.23 | $5.53K | 11,104 |
| Clint Stein Chair, CEO, President, Director | Mar 13, 2026 | Option exercise | +18,171 | $26.23 | $476.63K | 158,735 |
| Clint Stein Chair, CEO, President, Director | Mar 13, 2026 | Tax withholding | −7,151 | $26.23 | $187.57K | 151,584 |
| Aaron James Deer EVP Chief Strategy/Innov Offcr | Mar 13, 2026 | Option exercise | +1,567 | $26.23 | $41.10K | 42,492 |
| Aaron James Deer EVP Chief Strategy/Innov Offcr | Mar 13, 2026 | Tax withholding | −617 | $26.23 | $16.18K | 41,875 |
| Frank Namdar EVP Chief Credit Officer | Mar 13, 2026 | Tax withholding | −1,367 | $26.23 | $35.86K | 31,923 |
| Frank Namdar EVP Chief Credit Officer | Mar 13, 2026 | Option exercise | +2,820 | $26.23 | $73.97K | 33,290 |
| Drew K. Anderson EVP Chief Admin Officer | Mar 13, 2026 | Option exercise | +2,506 | $26.23 | $65.73K | 23,184 |
| Drew K. Anderson EVP Chief Admin Officer | Mar 13, 2026 | Tax withholding | −1,215 | $26.23 | $31.87K | 21,969 |
| Kumi Yamamoto Baruffi EVP General Counsel, Corp Sec | Mar 13, 2026 | Option exercise | +2,381 | $26.23 | $62.45K | 54,652 |
| Kumi Yamamoto Baruffi EVP General Counsel, Corp Sec | Mar 13, 2026 | Sale | −937 | $26.23 | $24.58K | 53,715 |
| Devine David Moore EVP Chief Marketing Officer | Mar 13, 2026 | Tax withholding | −376 | $26.23 | $9.86K | 22,508 |
| Devine David Moore EVP Chief Marketing Officer | Mar 13, 2026 | Option exercise | +940 | $26.23 | $24.66K | 22,884 |
| Torran B. Nixon Senior Executive VP | Mar 13, 2026 | Tax withholding | −2,002 | $26.23 | $52.51K | 101,240 |
| Torran B. Nixon Senior Executive VP | Mar 13, 2026 | Option exercise | +5,013 | $26.23 | $131.49K | 103,242 |
| Andrew H. Ognall EVP Chief Risk Officer | Mar 13, 2026 | Tax withholding | −951 | $26.23 | $24.94K | 74,132 |
| Andrew H. Ognall EVP Chief Risk Officer | Mar 13, 2026 | Option exercise | +2,381 | $26.23 | $62.45K | 75,083 |
| Brock Lakely EVP, Chief Accounting Officer | Mar 13, 2026 | Option exercise | +846 | $26.23 | $22.19K | 11,315 |
| Brock Lakely EVP, Chief Accounting Officer | Mar 13, 2026 | Sale | −211 | $26.23 | $5.53K | 11,104 |
| Christopher Merrywell Senior Executive VP | Mar 13, 2026 | Tax withholding | −1,973 | $26.23 | $51.75K | 44,067 |
| Christopher Merrywell Senior Executive VP | Mar 13, 2026 | Option exercise | +5,013 | $26.23 | $131.49K | 46,040 |
| Torran B. Nixon Senior Executive VP | Mar 4, 2026 | Sale(10b5-1 plan) | −2,240 | $28.85 | $64.62K | 98,229 |
| Torran B. Nixon Senior Executive VP | Mar 3, 2026 | Sale(10b5-1 plan) | −2,241 | $28.25 | $63.31K | 100,469 |
| Torran B. Nixon Senior Executive VP | Mar 1, 2026 | Tax withholding | −2,980 | $28.45 | $84.78K | 102,710 |
| Kumi Yamamoto Baruffi EVP General Counsel, Corp Sec | Mar 1, 2026 | Tax withholding | −1,799 | $28.45 | $51.18K | 52,271 |
| Drew K. Anderson EVP Chief Admin Officer | Mar 1, 2026 | Tax withholding | −1,808 | $28.45 | $51.44K | 20,678 |
| Frank Namdar EVP Chief Credit Officer | Mar 1, 2026 | Tax withholding | −1,808 | $28.45 | $51.44K | 30,470 |
| Brock Lakely EVP, Chief Accounting Officer | Mar 1, 2026 | Tax withholding | −391 | $28.45 | $11.12K | 10,469 |
| Clint Stein Chair, President, CEO, Director | Mar 1, 2026 | Tax withholding | −9,789 | $28.45 | $278.50K | 140,564 |
| Aaron James Deer EVP Chief Strategy/Innov Offcr | Mar 1, 2026 | Tax withholding | −918 | $28.45 | $26.12K | 40,925 |
| Devine David Moore EVP Chief Marketing Officer | Mar 1, 2026 | Tax withholding | −838 | $28.45 | $23.84K | 21,944 |
| Christopher Merrywell Senior Executive VP | Mar 1, 2026 | Tax withholding | −3,230 | $28.45 | $91.89K | 41,027 |
| Andrew H. Ognall EVP Chief Risk Officer | Mar 1, 2026 | Tax withholding | −1,304 | $28.45 | $37.10K | 72,702 |
| Frank Namdar EVP Chief Credit Officer | Feb 15, 2026 | Tax withholding | −1,169 | $31.49 | $36.81K | 32,278 |
| Devine David Moore EVP Chief Marketing Officer | Feb 15, 2026 | Tax withholding | −485 | $31.49 | $15.27K | 22,782 |
| Aaron James Deer EVP Chief Strategy/Innov Offcr | Feb 15, 2026 | Tax withholding | −531 | $31.49 | $16.72K | 41,843 |
| Christopher Merrywell Senior Executive VP | Feb 15, 2026 | Tax withholding | −1,706 | $31.49 | $53.72K | 44,257 |
| Clint Stein Chair, President, CEO, Director | Feb 15, 2026 | Tax withholding | −3,922 | $31.49 | $123.50K | 150,353 |
| Drew K. Anderson EVP Chief Admin Officer | Feb 15, 2026 | Tax withholding | −788 | $31.49 | $24.81K | 22,486 |
| Andrew H. Ognall EVP Chief Risk Officer | Feb 15, 2026 | Tax withholding | −931 | $31.49 | $29.32K | 74,006 |
| Kumi Yamamoto Baruffi EVP General Counsel, Corp Sec | Feb 15, 2026 | Tax withholding | −1,036 | $31.49 | $32.62K | 54,070 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Devine David Moore Officer | Jun 8, 2026 | 3,872 | $115.29K | Jun 8, 2026 | Restricted Stock Vesting |
| Torran B. Nixon Officer | Mar 4, 2026 | 2,240 | $64.62K | Mar 4, 2026 | Restricted Stock Vesting |
| Torran B. Nixon Officer | Mar 3, 2026 | 2,241 | $63.31K | Mar 3, 2026 | Restricted Stock Vesting |
| Steven R. Gardner Director | Jan 30, 2026 | 13,725 | $403.93K | Jan 30, 2026 | Open Market Purchase |
| Torran B. Nixon Officer | Mar 4, 2025 | 4,481 | $116.46K | Mar 4, 2025 | Restricted Stock Vesting |