Commonwealth Equity Services’s Columbia Financial CLBK Stock Holding History

Commonwealth Equity Services’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 Q2	$279K	Sell	28,890 -152	-0.5%	-$1.34K	﹤0.01%	3823
2026 Q1	$231K	Buy	29,042 +1,863	+7%	+$14.6K	﹤0.01%	3863
2025 Q4	$192K	Sell	27,179 -598	-2%	-$4.22K	﹤0.01%	3995
2025 Q3	$190K	Sell	27,777 -11,636	-30%	-$78.8K	﹤0.01%	3962
2025 Q2	$260K	Sell	39,413 -6,197	-14%	-$40.1K	﹤0.01%	3716
2025 Q1	$311K	Sell	45,610 -4,330	-9%	-$30.5K	﹤0.01%	3460
2024 Q4	$359K	Hold	49,940	–	–	﹤0.01%	3254
2024 Q3	$387K	Buy	49,940 +4,400	+10%	+$33.7K	﹤0.01%	3116
2024 Q2	$310K	Hold	45,540	–	–	﹤0.01%	3258
2024 Q1	$356K	Sell	45,540 -167	-0.4%	-$1.33K	﹤0.01%	3114
2023 Q4	$401K	Sell	45,707 -143	-0.3%	-$1.11K	﹤0.01%	2918
2023 Q3	$327K	Buy	45,850 +310	+0.7%	+$2.42K	﹤0.01%	2949
2023 Q2	$358K	Hold	45,540	–	–	﹤0.01%	2892
2023 Q1	$378K	Hold	45,540	–	–	﹤0.01%	2781
2022 Q4	$447K	Hold	45,540	–	–	﹤0.01%	2564
2022 Q3	$437K	Sell	45,540 -1,899	-4%	-$18.6K	﹤0.01%	2525
2022 Q2	$470K	Hold	47,439	–	–	﹤0.01%	2452
2022 Q1	$463K	Hold	47,439	–	–	﹤0.01%	2581
2021 Q4	$449K	Hold	47,439	–	–	﹤0.01%	2619
2021 Q3	$398K	Sell	47,439 -2,640	-5%	-$21.5K	﹤0.01%	2653
2021 Q2	$391K	Hold	50,079	–	–	﹤0.01%	2666
2021 Q1	$397K	Hold	50,079	–	–	﹤0.01%	2511
2020 Q4	$354K	Sell	50,079 -3,300	-6%	-$20.8K	﹤0.01%	2428
2020 Q3	$269K	Sell	53,379 -3,300	-6%	-$17.8K	﹤0.01%	2458
2020 Q2	$359K	Sell	56,679 -9,900	-15%	-$62.9K	﹤0.01%	2127
2020 Q1	$435K	Hold	66,579	–	–	﹤0.01%	1788
2019 Q4	$512K	Buy	66,579 +2,779	+4%	+$20.9K	﹤0.01%	1898
2019 Q3	$457K	Sell	63,800 -37,400	-37%	-$262K	﹤0.01%	1896
2019 Q2	$694K	Sell	101,200 -3,300	-3%	-$23.1K	﹤0.01%	1572
2019 Q1	$744K	Hold	104,500	–	–	﹤0.01%	1494
2018 Q4	$726K	Sell	104,500 -23,100	-18%	-$164K	﹤0.01%	1394
2018 Q3	$968K	Sell	127,600 -7,040	-5%	-$53.4K	﹤0.01%	1319
2018 Q2	$1.01M	Buy	+134,640	New	+$1.02M	0.01%	1275

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

Ursa Fund Management Danville, California $1.28B AUM 89.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

OFCM

One Fin Capital Management San Francisco, California $310M AUM 45.19% 1-Year Est. Return

Weiss Asset Management Boston, Massachusetts $9.5B AUM 55.06% 1-Year Est. Return

Commonwealth Equity Services's CLBK Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Columbia Financial (CLBK) stake by 0.52% in Q2 2026, selling an estimated $1.34K and leaving 28,890 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #3823.

Commonwealth Equity Services first reported a position in CLBK in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.01M in Q2 2018. 122 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

Commonwealth Equity Services held 28,890 shares of Columbia Financial worth $279K as of Q2 2026.
Commonwealth Equity Services sold 152 Columbia Financial shares in Q2 2026, an estimated $1.34K.
Columbia Financial made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3823 holding.
Commonwealth Equity Services first reported a position in Columbia Financial in Q2 2018 and has held it in 33 quarters since.
Commonwealth Equity Services's Columbia Financial position peaked at $1.01M in Q2 2018.
122 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.