Canada Life’s Columbia Financial CLBK Stock Holding History

Canada Life’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	$66K	Hold	3,743	–	–	﹤0.01%	1725
2025 Q4	$58K	Sell	3,743 -28,895	-89%	-$448K	﹤0.01%	1773
2025 Q3	$491K	Hold	32,638	–	–	﹤0.01%	1603
2025 Q2	$474K	Hold	32,638	–	–	﹤0.01%	1618
2025 Q1	$491K	Hold	32,638	–	–	﹤0.01%	1616
2024 Q4	$516K	Hold	32,638	–	–	﹤0.01%	1632
2024 Q3	$558K	Hold	32,638	–	–	﹤0.01%	1658
2024 Q2	$488K	Hold	32,638	–	–	﹤0.01%	1680
2024 Q1	$561K	Hold	32,638	–	–	﹤0.01%	1665
2023 Q4	$625K	Buy	32,638 +5,890	+22%	+$101K	﹤0.01%	1648
2023 Q3	$419K	Hold	26,748	–	–	﹤0.01%	1723
2023 Q2	$465K	Buy	26,748 +4,219	+19%	+$73.1K	﹤0.01%	1707
2023 Q1	$412K	Hold	22,529	–	–	﹤0.01%	1740
2022 Q4	$490K	Buy	22,529 +10,141	+82%	+$218K	﹤0.01%	1727
2022 Q3	$261K	Buy	12,388 +10,578	+584%	+$228K	﹤0.01%	1811
2022 Q2	$39K	Sell	1,810 -881	-33%	-$18.4K	﹤0.01%	2101
2022 Q1	$61K	Sell	2,691 -1,000	-27%	-$21.4K	﹤0.01%	2108
2021 Q4	$77K	Hold	3,691	–	–	﹤0.01%	2070
2021 Q3	$69K	Hold	3,691	–	–	﹤0.01%	2147
2021 Q2	$64K	Hold	3,691	–	–	﹤0.01%	2195
2021 Q1	$64K	Hold	3,691	–	–	﹤0.01%	2217
2020 Q4	$57K	Hold	3,691	–	–	﹤0.01%	2232
2020 Q3	$41K	Hold	3,691	–	–	﹤0.01%	2225
2020 Q2	$51K	Hold	3,691	–	–	﹤0.01%	2215
2020 Q1	$53K	Hold	3,691	–	–	﹤0.01%	2110
2019 Q4	$62K	Buy	+3,691	New	+$60.9K	﹤0.01%	2194
2019 Q3	–	Sell	-6,956	Closed	-$105K	–	1348
2019 Q2	$105K	Hold	6,956	–	–	﹤0.01%	2210
2019 Q1	$109K	Buy	6,956 +3,365	+94%	+$52.3K	﹤0.01%	2046
2018 Q4	$53K	Buy	+3,591	New	+$56.2K	﹤0.01%	2348

Other funds holding CLBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Canada Life's CLBK Position: Q1 2026 in Review

Canada Life held its Columbia Financial (CLBK) position steady in Q1 2026 at 3,743 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

Canada Life first reported a position in CLBK in Q4 2018 and has held it in 29 quarters since. The position peaked at $625K in Q4 2023. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

Canada Life held 3,743 shares of Columbia Financial worth $66K as of Q1 2026.
Canada Life left its Columbia Financial share count unchanged in Q1 2026.
Columbia Financial made up ﹤0.01% of Canada Life's portfolio in Q1 2026, its #1725 holding.
Canada Life first reported a position in Columbia Financial in Q4 2018 and has held it in 29 quarters since.
Canada Life's Columbia Financial position peaked at $625K in Q4 2023.
125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Canada Life's 13F filing for Q1 2026, filed 14 May 2026.