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Congress Wealth Management’s Columbia Financial CLBK Stock Holding History

Congress Wealth Management’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
Q2 		$1.02M Sell
70,113
-2,000
-3% -$28.5K 0.01% 700
2025
Q1 		$1.1M Buy
+72,113
New +$1.12M 0.01% 616

Other funds holding CLBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Congress Wealth Management's CLBK Position: Q2 2025 in Review

Congress Wealth Management reduced its Columbia Financial (CLBK) stake by 2.8% in Q2 2025, selling an estimated $28.5K and leaving 70,113 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #700.

Congress Wealth Management first reported a position in CLBK in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.1M in Q1 2025. 122 funds tracked by Wall St. Rank hold CLBK as of Q2 2025.

  • Congress Wealth Management held 70,113 shares of Columbia Financial worth $1.02M as of Q2 2025.
  • Congress Wealth Management sold 2,000 Columbia Financial shares in Q2 2025, an estimated $28.5K.
  • Columbia Financial made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #700 holding.
  • Congress Wealth Management first reported a position in Columbia Financial in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Columbia Financial position peaked at $1.1M in Q1 2025.
  • 122 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.