Allworth Financial
CLBK icon

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
-1,709
Closed -$13.6K – 5195
2026
Q1 		$13.6K Sell
1,709
-49
-3% -$383 ﹤0.01% 3280
2025
Q4 		$12.4K Buy
1,758
+62
+4% +$437 ﹤0.01% 3120
2025
Q3 		$11.6K Buy
1,696
+253
+18% +$1.71K ﹤0.01% 3051
2025
Q2 		$9.5K Buy
1,443
+127
+10% +$822 ﹤0.01% 2911
2025
Q1 		$8.31K Buy
1,316
+216
+20% +$1.52K ﹤0.01% 2502
2024
Q4 		$7.95K Buy
1,100
+1,065
+3,043% +$8.34K ﹤0.01% 2549
2024
Q3 		$274 Buy
+35
New +$268 ﹤0.01% 3539
2023
Q2 		– Sell
-119
Closed -$988 – 3275
2023
Q1 		$988 Buy
+119
New +$1.1K ﹤0.01% 2672
2022
Q3 		– Sell
-20
Closed – – 2707
2022
Q2 		$0 Buy
+20
New +$190 ﹤0.01% 2443

Other funds holding CLBK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ursa Fund Management
Ursa Fund Management Danville, California $1.28B AUM 89.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $310M AUM 45.19% 1-Year Est. Return
Weiss Asset Management
Weiss Asset Management Boston, Massachusetts $9.5B 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 1,709 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. 122 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 1,709 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.
  • 122 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.