Bank of Montreal
CLBK icon

Bank of Montreal’s Columbia Financial CLBK Stock Holding History

Bank of Montreal’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
2023
Q1 		– Sell
-120,254
Closed -$1.19M – 3833
2022
Q4 		$1.19M Hold
120,254
– – ﹤0.01% 2086
2022
Q3 		$1.19M Sell
120,254
-60
-0% -$589 ﹤0.01% 2076
2022
Q2 		$1.2M Buy
+120,314
New +$1.14M ﹤0.01% 2195
2021
Q2 		– Sell
-2,735
Closed -$22K – 3886
2021
Q1 		$22K Sell
2,735
-13,426
-83% -$101K ﹤0.01% 4006
2020
Q4 		$117K Buy
16,161
+11,141
+222% +$70.1K ﹤0.01% 3497
2020
Q3 		$27K Sell
5,020
-3,661
-42% -$19.7K ﹤0.01% 3690
2020
Q2 		$50K Buy
+8,681
New +$55.1K ﹤0.01% 3440
2020
Q1 		– Sell
-15,499
Closed -$119K – 4182
2019
Q4 		$119K Buy
15,499
+4,242
+38% +$31.8K ﹤0.01% 3411
2019
Q3 		$81K Buy
11,257
+1,568
+16% +$11K ﹤0.01% 3397
2019
Q2 		$67K Buy
9,689
+8,785
+972% +$61.4K ﹤0.01% 3548
2019
Q1 		$6K Sell
904
-1,540
-63% -$10.9K ﹤0.01% 3989
2018
Q4 		$17K Buy
2,444
+394
+19% +$2.8K ﹤0.01% 3697
2018
Q3 		$16K Buy
2,050
+1,273
+164% +$9.66K ﹤0.01% 3775
2018
Q2 		$6K Buy
+777
New +$5.87K ﹤0.01% 4076

Other funds holding CLBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bank of Montreal's CLBK Position: Q1 2023 in Review

Bank of Montreal sold out of Columbia Financial (CLBK) in Q1 2023, closing a stake of 120,254 shares — an estimated $1.19M sold.

Bank of Montreal first reported a position in CLBK in Q2 2018 and held it in 14 quarters. The position peaked at $1.2M in Q2 2022. 101 funds tracked by Wall St. Rank hold CLBK as of Q1 2023.

  • Bank of Montreal reported no remaining Columbia Financial position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 120,254 Columbia Financial shares in Q1 2023, an estimated $1.19M.
  • Bank of Montreal first reported a position in Columbia Financial in Q2 2018 and held it in 14 quarters.
  • Bank of Montreal's Columbia Financial position peaked at $1.2M in Q2 2022.
  • 101 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.