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 Q1	$231K	Buy	13,201 +847	+7%	+$14.6K	﹤0.01%	3863
2025 Q4	$192K	Sell	12,354 -272	-2%	-$4.22K	﹤0.01%	3995
2025 Q3	$190K	Sell	12,626 -5,289	-30%	-$78.8K	﹤0.01%	3962
2025 Q2	$260K	Sell	17,915 -2,817	-14%	-$40.1K	﹤0.01%	3716
2025 Q1	$311K	Sell	20,732 -1,968	-9%	-$30.5K	﹤0.01%	3460
2024 Q4	$359K	Hold	22,700	–	–	﹤0.01%	3254
2024 Q3	$387K	Buy	22,700 +2,000	+10%	+$33.7K	﹤0.01%	3116
2024 Q2	$310K	Hold	20,700	–	–	﹤0.01%	3258
2024 Q1	$356K	Sell	20,700 -76	-0.4%	-$1.33K	﹤0.01%	3114
2023 Q4	$401K	Sell	20,776 -65	-0.3%	-$1.11K	﹤0.01%	2918
2023 Q3	$327K	Buy	20,841 +141	+0.7%	+$2.42K	﹤0.01%	2949
2023 Q2	$358K	Hold	20,700	–	–	﹤0.01%	2892
2023 Q1	$378	Hold	20,700	–	–	﹤0.01%	2781
2022 Q4	$447K	Hold	20,700	–	–	﹤0.01%	2564
2022 Q3	$437K	Sell	20,700 -863	-4%	-$18.6K	﹤0.01%	2525
2022 Q2	$470K	Hold	21,563	–	–	﹤0.01%	2452
2022 Q1	$463K	Hold	21,563	–	–	﹤0.01%	2581
2021 Q4	$449K	Hold	21,563	–	–	﹤0.01%	2619
2021 Q3	$398K	Sell	21,563 -1,200	-5%	-$21.5K	﹤0.01%	2653
2021 Q2	$391K	Hold	22,763	–	–	﹤0.01%	2666
2021 Q1	$397K	Hold	22,763	–	–	﹤0.01%	2511
2020 Q4	$354K	Sell	22,763 -1,500	-6%	-$20.8K	﹤0.01%	2428
2020 Q3	$269K	Sell	24,263 -1,500	-6%	-$17.8K	﹤0.01%	2458
2020 Q2	$359K	Sell	25,763 -4,500	-15%	-$62.9K	﹤0.01%	2127
2020 Q1	$435K	Hold	30,263	–	–	﹤0.01%	1788
2019 Q4	$512K	Buy	30,263 +1,263	+4%	+$20.8K	﹤0.01%	1898
2019 Q3	$457K	Sell	29,000 -17,000	-37%	-$262K	﹤0.01%	1896
2019 Q2	$694K	Sell	46,000 -1,500	-3%	-$23.1K	﹤0.01%	1572
2019 Q1	$744K	Hold	47,500	–	–	﹤0.01%	1494
2018 Q4	$726K	Sell	47,500 -10,500	-18%	-$164K	﹤0.01%	1394
2018 Q3	$968K	Sell	58,000 -3,200	-5%	-$53.4K	﹤0.01%	1319
2018 Q2	$1.01M	Buy	+61,200	New	+$1.02M	0.01%	1275

Other funds holding CLBK

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

UFM

Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return

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

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

Commonwealth Equity Services's CLBK Position: Q1 2026 in Review

Commonwealth Equity Services increased its Columbia Financial (CLBK) stake by 6.9% in Q1 2026, buying an estimated $14.6K and bringing the position to 13,201 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #3863.

Commonwealth Equity Services first reported a position in CLBK in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.01M in Q2 2018. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

Commonwealth Equity Services held 13,201 shares of Columbia Financial worth $231K as of Q1 2026.
Commonwealth Equity Services bought 847 Columbia Financial shares in Q1 2026, an estimated $14.6K.
Columbia Financial made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3863 holding.
Commonwealth Equity Services first reported a position in Columbia Financial in Q2 2018 and has held it in 32 quarters since.
Commonwealth Equity Services's Columbia Financial position peaked at $1.01M in Q2 2018.
125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.