Covestor
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Covestor’s Columbia Financial CLBK Stock Holding History

Covestor’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
Q3 		$1K Buy
54
+6
+13% +$66 ﹤0.01% 2054
2026
Q2 		$0 Buy
48
+35
+269% +$309 ﹤0.01% 2516
2026
Q1 		$0 Hold
13
– – ﹤0.01% 2312
2025
Q4 		$0 Hold
13
– – ﹤0.01% 2310
2025
Q3 		$0 Hold
13
– – ﹤0.01% 2330
2025
Q2 		$0 Sell
13
-2
-13% -$13 ﹤0.01% 2261
2025
Q1 		$0 Hold
15
– – ﹤0.01% 2273
2024
Q4 		$0 Buy
15
+2
+15% +$16 ﹤0.01% 2281
2024
Q3 		$0 Sell
13
-2
-13% -$15 ﹤0.01% 2271
2024
Q2 		$0 Hold
15
– – ﹤0.01% 2282
2024
Q1 		$0 Sell
15
-3
-17% -$24 ﹤0.01% 2283
2023
Q4 		$0 Sell
18
-17
-49% -$132 ﹤0.01% 2190
2023
Q3 		$0 Sell
35
-5
-13% -$39 ﹤0.01% 2161
2023
Q2 		$0 Sell
40
-8
-17% -$63 ﹤0.01% 2175
2023
Q1 		$0 Sell
48
-5
-9% -$46 ﹤0.01% 2073
2022
Q4 		$1K Buy
53
+9
+20% +$88 ﹤0.01% 1844
2022
Q3 		$0 Buy
44
+9
+26% +$88 ﹤0.01% 2050
2022
Q2 		$0 Sell
35
-11
-24% -$104 ﹤0.01% 1959
2022
Q1 		$0 Sell
46
-11
-19% -$107 ﹤0.01% 2142
2021
Q4 		$1K Buy
+57
New +$503 ﹤0.01% 1679

Other funds holding CLBK

Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Kelleher Financial Advisors
Kelleher Financial Advisors New York $377M AUM 12.39% 1-Year Est. Return
Crown Wealth Group
Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Kennedy Investment Group
Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

Covestor's CLBK Position: Q3 2026 in Review

Covestor increased its Columbia Financial (CLBK) stake by 13% in Q3 2026, buying an estimated $66 and bringing the position to 54 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

Covestor first reported a position in CLBK in Q4 2021 and has held it in 20 quarters since. 44 funds tracked by Wall St. Rank hold CLBK as of Q3 2026.

  • Covestor held 54 shares of Columbia Financial worth $1K as of Q3 2026.
  • Covestor bought 6 Columbia Financial shares in Q3 2026, an estimated $66.
  • Columbia Financial made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2054 holding.
  • Covestor first reported a position in Columbia Financial in Q4 2021 and has held it in 20 quarters since.
  • 44 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.