Charles Schwab’s Columbia Financial CLBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.76M Buy
224,429
+2,429
+1% +$47.2K ﹤0.01% 2507
2026
Q1
$3.89M Sell
222,000
-8,118
-4% -$140K ﹤0.01% 2501
2025
Q4
$3.58M Sell
230,118
-6,187
-3% -$96K ﹤0.01% 2581
2025
Q3
$3.55M Buy
236,305
+6,550
+3% +$97.6K ﹤0.01% 2578
2025
Q2
$3.33M Buy
229,755
+4,793
+2% +$68.3K ﹤0.01% 2499
2025
Q1
$3.37M Sell
224,962
-5,675
-2% -$88K ﹤0.01% 2435
2024
Q4
$3.65M Buy
230,637
+2,946
+1% +$50.8K ﹤0.01% 2484
2024
Q3
$3.89M Sell
227,691
-4,938
-2% -$83.2K ﹤0.01% 2491
2024
Q2
$3.48M Buy
232,629
+654
+0.3% +$10.1K ﹤0.01% 2518
2024
Q1
$3.99M Buy
231,975
+2,735
+1% +$47.8K ﹤0.01% 2368
2023
Q4
$4.42M Buy
229,240
+2,789
+1% +$47.8K ﹤0.01% 2366
2023
Q3
$3.56M Sell
226,451
-9,404
-4% -$162K ﹤0.01% 2411
2023
Q2
$4.08M Sell
235,855
-9,056
-4% -$157K ﹤0.01% 2319
2023
Q1
$4.48M Sell
244,911
-2,151
-0.9% -$43.6K ﹤0.01% 2255
2022
Q4
$5.34M Buy
247,062
+3,588
+1% +$77.1K ﹤0.01% 2184
2022
Q3
$5.14M Sell
243,474
-28,707
-11% -$620K ﹤0.01% 2206
2022
Q2
$5.94M Sell
272,181
-8,503
-3% -$177K ﹤0.01% 2115
2022
Q1
$6.04M Buy
280,684
+7,218
+3% +$154K ﹤0.01% 2188
2021
Q4
$5.71M Buy
273,466
+2,683
+1% +$52K ﹤0.01% 2285
2021
Q3
$5.01M Sell
270,783
-35,725
-12% -$639K ﹤0.01% 2377
2021
Q2
$5.28M Sell
306,508
-14,219
-4% -$251K ﹤0.01% 2323
2021
Q1
$5.61M Buy
320,727
+3,172
+1% +$52.6K ﹤0.01% 2240
2020
Q4
$4.94M Sell
317,555
-4,974
-2% -$68.8K ﹤0.01% 2225
2020
Q3
$3.58M Sell
322,529
-9,110
-3% -$108K ﹤0.01% 2236
2020
Q2
$4.63M Buy
331,639
+15,103
+5% +$211K ﹤0.01% 2071
2020
Q1
$4.56M Buy
316,536
+4,910
+2% +$78.5K ﹤0.01% 1882
2019
Q4
$5.28M Buy
311,626
+3,241
+1% +$53.5K ﹤0.01% 1990
2019
Q3
$4.87M Buy
308,385
+9,459
+3% +$146K ﹤0.01% 1968
2019
Q2
$4.51M Buy
298,926
+10,629
+4% +$163K ﹤0.01% 2021
2019
Q1
$4.52M Buy
288,297
+12,193
+4% +$190K ﹤0.01% 2023
2018
Q4
$4.22M Buy
276,104
+13,659
+5% +$214K ﹤0.01% 1992
2018
Q3
$4.38M Buy
262,445
+16,113
+7% +$269K ﹤0.01% 2115
2018
Q2
$4.08M Buy
+246,332
New +$4.1M ﹤0.01% 2109

Other funds holding CLBK

Charles Schwab's CLBK Position: Q2 2026 in Review

Charles Schwab increased its Columbia Financial (CLBK) stake by 1.1% in Q2 2026, buying an estimated $47.2K and bringing the position to 224,429 shares worth $4.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

Charles Schwab first reported a position in CLBK in Q2 2018 and has held it in 33 quarters since. The position peaked at $6.04M in Q1 2022. 123 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • Charles Schwab held 224,429 shares of Columbia Financial worth $4.76M as of Q2 2026.
  • Charles Schwab bought 2,429 Columbia Financial shares in Q2 2026, an estimated $47.2K.
  • Columbia Financial made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2507 holding.
  • Charles Schwab first reported a position in Columbia Financial in Q2 2018 and has held it in 33 quarters since.
  • Charles Schwab's Columbia Financial position peaked at $6.04M in Q1 2022.
  • 123 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.