Superior Planning, LLC’s Columbia Financial CLBK Stock Holding History

Superior Planning, LLC’s Portfolio CLBK Stock Details CLBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$210	Buy	+19	New	+$210	﹤0.01%	2025

Other funds holding CLBK

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's CLBK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Columbia Financial (CLBK) in Q3 2026: 19 shares worth $210. The stake represents ﹤0.01% of the portfolio and ranks #2025 among its holdings.

126 funds tracked by Wall St. Rank hold CLBK as of Q3 2026.

Superior Planning, LLC held 19 shares of Columbia Financial worth $210 as of Q3 2026.
Columbia Financial was a new Superior Planning, LLC position in Q3 2026.
Columbia Financial made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2025 holding.
126 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.