Action Point Financial Planning’s Columbia Financial CLBK Stock Holding History

Action Point Financial Planning’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 Q2	$276	Buy	+13	New	+$253	﹤0.01%	2686

Other funds holding CLBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

OFCM

One Fin Capital Management San Francisco, California $310M AUM 45.19% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

Action Point Financial Planning's CLBK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Columbia Financial (CLBK) in Q2 2026: 13 shares worth $276. The stake represents ﹤0.01% of the portfolio and ranks #2686 among its holdings.

122 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

Action Point Financial Planning held 13 shares of Columbia Financial worth $276 as of Q2 2026.
Columbia Financial was a new Action Point Financial Planning position in Q2 2026.
Columbia Financial made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2686 holding.
122 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.