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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial's CLBK Position: Q1 2026 in Review

Allworth Financial reduced its Columbia Financial (CLBK) stake by 2.8% in Q1 2026, selling an estimated $378 and leaving 777 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3280.

Allworth Financial first reported a position in CLBK in Q2 2022 and has held it in 9 quarters since. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

  • Allworth Financial held 777 shares of Columbia Financial worth $13.6K as of Q1 2026.
  • Allworth Financial sold 22 Columbia Financial shares in Q1 2026, an estimated $378.
  • Columbia Financial made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3280 holding.
  • Allworth Financial first reported a position in Columbia Financial in Q2 2022 and has held it in 9 quarters since.
  • 125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.