Carson Wealth (CWM LLC)’s Columbia Financial CLBK Stock Holding History

Carson Wealth (CWM LLC)’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	$47.8K	Buy	2,730 +86	+3%	+$1.48K	﹤0.01%	3852
2025 Q4	$41K	Buy	2,644 +139	+6%	+$2.16K	﹤0.01%	3738
2025 Q3	$38K	Buy	2,505 +542	+28%	+$8.07K	﹤0.01%	3733
2025 Q2	$28K	Buy	1,963 +397	+25%	+$5.65K	﹤0.01%	3686
2025 Q1	$23K	Sell	1,566 -67	-4%	-$1.04K	﹤0.01%	3557
2024 Q4	$26K	Buy	1,633 +112	+7%	+$1.93K	﹤0.01%	3255
2024 Q3	$26K	Buy	1,521 +380	+33%	+$6.41K	﹤0.01%	3196
2024 Q2	$17K	Buy	1,141 +141	+14%	+$2.19K	﹤0.01%	3208
2024 Q1	$17K	Hold	1,000	–	–	﹤0.01%	3000
2023 Q4	$19K	Hold	1,000	–	–	﹤0.01%	2795
2023 Q3	$16K	Hold	1,000	–	–	﹤0.01%	2825
2023 Q2	$17K	Hold	1,000	–	–	﹤0.01%	2737
2023 Q1	$18K	Hold	1,000	–	–	﹤0.01%	2566
2022 Q4	$22K	Hold	1,000	–	–	﹤0.01%	2283
2022 Q3	$21K	Hold	1,000	–	–	﹤0.01%	2185
2022 Q2	$22K	Buy	+1,000	New	+$20.9K	﹤0.01%	2046

Other funds holding CLBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CLBK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Columbia Financial (CLBK) stake by 3.3% in Q1 2026, buying an estimated $1.48K and bringing the position to 2,730 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3852.

Carson Wealth (CWM LLC) first reported a position in CLBK in Q2 2022 and has held it in 16 quarters since. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

Carson Wealth (CWM LLC) held 2,730 shares of Columbia Financial worth $47.8K as of Q1 2026.
Carson Wealth (CWM LLC) bought 86 Columbia Financial shares in Q1 2026, an estimated $1.48K.
Columbia Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3852 holding.
Carson Wealth (CWM LLC) first reported a position in Columbia Financial in Q2 2022 and has held it in 16 quarters since.
125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.