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Arkadios Wealth Advisors’s Columbia Financial CLBK Stock Holding History

Arkadios Wealth Advisors’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 		$269K Buy
+12,686
New +$246K ﹤0.01% 1464

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

Arkadios Wealth Advisors's CLBK Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in Columbia Financial (CLBK) in Q2 2026: 12,686 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #1464 among its holdings.

123 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • Arkadios Wealth Advisors held 12,686 shares of Columbia Financial worth $269K as of Q2 2026.
  • Columbia Financial was a new Arkadios Wealth Advisors position in Q2 2026.
  • Columbia Financial made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1464 holding.
  • 123 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.