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Avion Wealth’s Columbia Financial CLBK Stock Holding History

Avion Wealth’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 		$2K Hold
235
– – ﹤0.01% 1034
2026
Q1 		$1K Hold
235
– – ﹤0.01% 991
2025
Q4 		$1K Buy
235
+81
+53% +$571 ﹤0.01% 988
2025
Q3 		$1K Buy
+154
New +$1.04K ﹤0.01% 968
2025
Q2 		– Sell
-40
Closed – – 1234
2025
Q1 		$0 Buy
+40
New +$282 ﹤0.01% 1062

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
Ursa Fund Management
Ursa Fund Management Danville, California $1.28B AUM 89.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Weiss Asset Management
Weiss Asset Management Boston, Massachusetts $9.5B AUM 55.06% 1-Year Est. Return

Avion Wealth's CLBK Position: Q2 2026 in Review

Avion Wealth held its Columbia Financial (CLBK) position steady in Q2 2026 at 235 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Avion Wealth first reported a position in CLBK in Q1 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • Avion Wealth held 235 shares of Columbia Financial worth $2K as of Q2 2026.
  • Avion Wealth left its Columbia Financial share count unchanged in Q2 2026.
  • Columbia Financial made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1034 holding.
  • Avion Wealth first reported a position in Columbia Financial in Q1 2025 and has held it in 5 quarters since.
  • 122 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.