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CLBK icon

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
Q1 		$0 Hold
6
– – ﹤0.01% 2312
2025
Q4 		$0 Hold
6
– – ﹤0.01% 2310
2025
Q3 		$0 Hold
6
– – ﹤0.01% 2330
2025
Q2 		$0 Sell
6
-1
-14% -$14 ﹤0.01% 2261
2025
Q1 		$0 Hold
7
– – ﹤0.01% 2273
2024
Q4 		$0 Buy
7
+1
+17% +$17 ﹤0.01% 2281
2024
Q3 		$0 Sell
6
-1
-14% -$17 ﹤0.01% 2271
2024
Q2 		$0 Hold
7
– – ﹤0.01% 2282
2024
Q1 		$0 Sell
7
-1
-13% -$17 ﹤0.01% 2283
2023
Q4 		$0 Sell
8
-8
-50% -$137 ﹤0.01% 2190
2023
Q3 		$0 Sell
16
-2
-11% -$34 ﹤0.01% 2161
2023
Q2 		$0 Sell
18
-4
-18% -$69 ﹤0.01% 2175
2023
Q1 		$0 Sell
22
-2
-8% -$41 ﹤0.01% 2073
2022
Q4 		$1K Buy
24
+4
+20% +$86 ﹤0.01% 1844
2022
Q3 		$0 Buy
20
+4
+25% +$86 ﹤0.01% 2050
2022
Q2 		$0 Sell
16
-5
-24% -$104 ﹤0.01% 1959
2022
Q1 		$0 Sell
21
-5
-19% -$107 ﹤0.01% 2142
2021
Q4 		$1K Buy
+26
New +$504 ﹤0.01% 1679

Other funds holding CLBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Covestor's CLBK Position: Q1 2026 in Review

Covestor held its Columbia Financial (CLBK) position steady in Q1 2026 at 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2312.

Covestor first reported a position in CLBK in Q4 2021 and has held it in 18 quarters since. The position peaked at $1K in Q4 2022. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

  • Covestor held 6 shares of Columbia Financial worth $0 as of Q1 2026.
  • Covestor left its Columbia Financial share count unchanged in Q1 2026.
  • Columbia Financial made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2312 holding.
  • Covestor first reported a position in Columbia Financial in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Columbia Financial position peaked at $1K in Q4 2022.
  • 125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.