Advisory Services Network’s Columbia Financial CLBK Stock Holding History

Advisory Services Network’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 Q1	$543	Buy	+31	New	+$533	﹤0.01%	4409
2025 Q4	–	Sell	-31	Closed	-$465	–	2250
2025 Q3	$465	Buy	+31	New	+$462	﹤0.01%	4066
2024 Q2	–	Sell	-22,000	Closed	-$379K	–	1551
2024 Q1	$379K	Sell	22,000 -500	-2%	-$8.74K	0.01%	1059
2023 Q4	$434K	Hold	22,500	–	–	0.01%	956
2023 Q3	$353K	Sell	22,500 -1,500	-6%	-$25.8K	0.01%	1073
2023 Q2	$415K	Sell	24,000 -1,000	-4%	-$17.3K	0.01%	997
2023 Q1	$457K	Sell	25,000 -9,500	-28%	-$193K	0.01%	950
2022 Q4	$746K	Sell	34,500 -2,500	-7%	-$53.7K	0.02%	692
2022 Q3	$782K	Hold	37,000	–	–	0.03%	626
2022 Q2	$807K	Sell	37,000 -1,000	-3%	-$20.9K	0.03%	639
2022 Q1	$817K	Sell	38,000 -1,000	-3%	-$21.4K	0.02%	695
2021 Q4	$814K	Hold	39,000	–	–	0.02%	695
2021 Q3	$722K	Sell	39,000 -1,000	-3%	-$17.9K	0.02%	731
2021 Q2	$689K	Sell	40,000 -1,000	-2%	-$17.6K	0.02%	744
2021 Q1	$717K	Sell	41,000 -11,250	-22%	-$187K	0.03%	685
2020 Q4	$813K	Buy	52,250 +52,178	+72,469%	+$722K	0.03%	561
2020 Q3	$1K	Buy	+72	New	+$852	﹤0.01%	3285
2020 Q2	–	Sell	-63	Closed	-$1K	–	1315
2020 Q1	$1K	Buy	+63	New	+$1.01K	﹤0.01%	2855

Other funds holding CLBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Services Network's CLBK Position: Q1 2026 in Review

Advisory Services Network opened a new position in Columbia Financial (CLBK) in Q1 2026: 31 shares worth $543. The stake represents ﹤0.01% of the portfolio and ranks #4409 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in CLBK as recently as Q3 2025.

Advisory Services Network first reported a position in CLBK in Q1 2020 and has held it in 18 quarters since. The position peaked at $817K in Q1 2022. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

Advisory Services Network held 31 shares of Columbia Financial worth $543 as of Q1 2026.
Columbia Financial was a new Advisory Services Network position in Q1 2026.
Columbia Financial made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4409 holding.
Advisory Services Network first reported a position in Columbia Financial in Q1 2020 and has held it in 18 quarters since.
Advisory Services Network's Columbia Financial position peaked at $817K in Q1 2022.
125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.