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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
Q1 		$1K Hold
107
– – ﹤0.01% 991
2025
Q4 		$1K Buy
107
+37
+53% +$574 ﹤0.01% 988
2025
Q3 		$1K Buy
+70
New +$1.04K ﹤0.01% 968
2025
Q2 		– Sell
-18
Closed – – 1234
2025
Q1 		$0 Buy
+18
New +$279 ﹤0.01% 1062

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

Avion Wealth's CLBK Position: Q1 2026 in Review

Avion Wealth held its Columbia Financial (CLBK) position steady in Q1 2026 at 107 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Avion Wealth first reported a position in CLBK in Q1 2025 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

  • Avion Wealth held 107 shares of Columbia Financial worth $1K as of Q1 2026.
  • Avion Wealth left its Columbia Financial share count unchanged in Q1 2026.
  • Columbia Financial made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #991 holding.
  • Avion Wealth first reported a position in Columbia Financial in Q1 2025 and has held it in 4 quarters since.
  • 125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.