Carson Wealth (CWM LLC)
CLBK icon

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
6,006
+189
+3% +$1.48K ﹤0.01% 3852
2025
Q4 		$41K Buy
5,817
+306
+6% +$2.16K ﹤0.01% 3738
2025
Q3 		$38K Buy
5,511
+1,192
+28% +$8.07K ﹤0.01% 3733
2025
Q2 		$28K Buy
4,319
+874
+25% +$5.66K ﹤0.01% 3686
2025
Q1 		$23K Sell
3,445
-148
-4% -$1.04K ﹤0.01% 3557
2024
Q4 		$26K Buy
3,593
+247
+7% +$1.93K ﹤0.01% 3255
2024
Q3 		$26K Buy
3,346
+836
+33% +$6.41K ﹤0.01% 3196
2024
Q2 		$17K Buy
2,510
+310
+14% +$2.18K ﹤0.01% 3208
2024
Q1 		$17K Hold
2,200
– – ﹤0.01% 3000
2023
Q4 		$19K Hold
2,200
– – ﹤0.01% 2795
2023
Q3 		$16K Hold
2,200
– – ﹤0.01% 2825
2023
Q2 		$17K Hold
2,200
– – ﹤0.01% 2737
2023
Q1 		$18K Hold
2,200
– – ﹤0.01% 2566
2022
Q4 		$22K Hold
2,200
– – ﹤0.01% 2283
2022
Q3 		$21K Hold
2,200
– – ﹤0.01% 2185
2022
Q2 		$22K Buy
+2,200
New +$20.9K ﹤0.01% 2046

Other funds holding CLBK

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $1.28B AUM 89.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
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 3.2% in Q1 2026, buying an estimated $1.48K and bringing the position to 6,006 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 6,006 shares of Columbia Financial worth $47.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 189 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.