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Blue Trust Inc’s Columbia Financial CLBK Stock Holding History

Blue Trust Inc’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
2025
Q2 		– Sell
-575
Closed -$8.63K – 2474
2025
Q1 		$8.63K Hold
575
– – ﹤0.01% 1954
2024
Q4 		$9.09K Sell
575
-1,378
-71% -$23.7K ﹤0.01% 1968
2024
Q3 		$29.2K Buy
+1,953
New +$32.9K ﹤0.01% 1793

Other funds holding CLBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Blue Trust Inc's CLBK Position: Q2 2025 in Review

Blue Trust Inc sold out of Columbia Financial (CLBK) in Q2 2025, closing a stake of 575 shares — an estimated $8.63K sold.

Blue Trust Inc first reported a position in CLBK in Q3 2024 and held it in 3 quarters. The position peaked at $29.2K in Q3 2024. 122 funds tracked by Wall St. Rank hold CLBK as of Q2 2025.

  • Blue Trust Inc reported no remaining Columbia Financial position as of Q2 2025 after selling out during the quarter.
  • Blue Trust Inc sold 575 Columbia Financial shares in Q2 2025, an estimated $8.63K.
  • Blue Trust Inc first reported a position in Columbia Financial in Q3 2024 and held it in 3 quarters.
  • Blue Trust Inc's Columbia Financial position peaked at $29.2K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.