CIBC Private Wealth Group
CLBK icon

CIBC Private Wealth Group’s Columbia Financial CLBK Stock Holding History

CIBC Private Wealth Group’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
Q3 		– Sell
-10
Closed -$145 – 3127
2025
Q2 		$145 Buy
+10
New +$142 ﹤0.01% 2938
2019
Q3 		– Sell
-26,500
Closed -$400K – 899
2019
Q2 		$400K Sell
26,500
-26,500
-50% -$407K ﹤0.01% 758
2019
Q1 		$831K Buy
+53,000
New +$824K ﹤0.01% 621

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
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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

CIBC Private Wealth Group's CLBK Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Columbia Financial (CLBK) in Q3 2025, closing a stake of 10 shares — an estimated $145 sold.

CIBC Private Wealth Group first reported a position in CLBK in Q1 2019 and held it in 3 quarters. The position peaked at $831K in Q1 2019. 130 funds tracked by Wall St. Rank hold CLBK as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Columbia Financial position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 10 Columbia Financial shares in Q3 2025, an estimated $145.
  • CIBC Private Wealth Group first reported a position in Columbia Financial in Q1 2019 and held it in 3 quarters.
  • CIBC Private Wealth Group's Columbia Financial position peaked at $831K in Q1 2019.
  • 130 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.