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 Q2	–	Sell	-31	Closed	-$543	–	2605
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 $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

Advisory Services Network's CLBK Position: Q2 2026 in Review

Advisory Services Network sold out of Columbia Financial (CLBK) in Q2 2026, closing a stake of 31 shares — an estimated $543 sold.

Advisory Services Network first reported a position in CLBK in Q1 2020 and held it in 18 quarters. The position peaked at $817K in Q1 2022. 123 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

Advisory Services Network reported no remaining Columbia Financial position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 31 Columbia Financial shares in Q2 2026, an estimated $543.
Advisory Services Network first reported a position in Columbia Financial in Q1 2020 and held it in 18 quarters.
Advisory Services Network's Columbia Financial position peaked at $817K in Q1 2022.
123 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.