Claris Advisors’s Columbia Financial CLBK Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-7	Closed	-$119	–	276
2024 Q3	$119	Buy	+7	New	+$118	﹤0.01%	1103

Other funds holding CLBK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Claris Advisors's CLBK Position: Q4 2024 in Review

Claris Advisors sold out of Columbia Financial (CLBK) in Q4 2024, closing a stake of 7 shares — an estimated $119 sold.

Claris Advisors first reported a position in CLBK in Q3 2024 and held it in 1 quarter. The position peaked at $119 in Q3 2024. 112 funds tracked by Wall St. Rank hold CLBK as of Q4 2024.

Claris Advisors reported no remaining Columbia Financial position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 7 Columbia Financial shares in Q4 2024, an estimated $119.
Claris Advisors first reported a position in Columbia Financial in Q3 2024 and held it in 1 quarter.
Claris Advisors's Columbia Financial position peaked at $119 in Q3 2024.
112 funds tracked by Wall St. Rank held Columbia Financial as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.