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Allworth Financial’s Columbia Financial CLBK Stock Holding History

Allworth Financial’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
-777
Closed -$13.6K – 5195
2026
Q1 		$13.6K Sell
777
-22
-3% -$378 ﹤0.01% 3280
2025
Q4 		$12.4K Buy
799
+28
+4% +$434 ﹤0.01% 3120
2025
Q3 		$11.6K Buy
771
+115
+18% +$1.71K ﹤0.01% 3051
2025
Q2 		$9.52K Buy
656
+58
+10% +$826 ﹤0.01% 2911
2025
Q1 		$8.31K Buy
598
+98
+20% +$1.52K ﹤0.01% 2502
2024
Q4 		$7.95K Buy
500
+484
+3,025% +$8.34K ﹤0.01% 2549
2024
Q3 		$274 Buy
+16
New +$270 ﹤0.01% 3539
2023
Q2 		– Sell
-54
Closed -$988 – 3275
2023
Q1 		$988 Buy
+54
New +$1.09K ﹤0.01% 2672
2022
Q3 		– Sell
-9
Closed – – 2707
2022
Q2 		$0 Buy
+9
New +$188 ﹤0.01% 2443

Other funds holding CLBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
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

Allworth Financial's CLBK Position: Q2 2026 in Review

Allworth Financial sold out of Columbia Financial (CLBK) in Q2 2026, closing a stake of 777 shares — an estimated $13.6K sold.

Allworth Financial first reported a position in CLBK in Q2 2022 and held it in 9 quarters. The position peaked at $13.6K in Q1 2026. 123 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • Allworth Financial reported no remaining Columbia Financial position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 777 Columbia Financial shares in Q2 2026, an estimated $13.6K.
  • Allworth Financial first reported a position in Columbia Financial in Q2 2022 and held it in 9 quarters.
  • Allworth Financial's Columbia Financial position peaked at $13.6K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.