Creative Planning
CLBK icon

Creative Planning’s Columbia Financial CLBK Stock Holding History

Creative Planning’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 		$3.11M Sell
177,855
-7,478
-4% -$129K ﹤0.01% 1549
2025
Q4 		$2.88M Buy
185,333
+496
+0.3% +$7.69K ﹤0.01% 1406
2025
Q3 		$2.77M Buy
184,837
+63,265
+52% +$942K ﹤0.01% 1282
2025
Q2 		$1.76M Buy
121,572
+69,171
+132% +$985K ﹤0.01% 1418
2025
Q1 		$786K Buy
52,401
+21,191
+68% +$328K ﹤0.01% 1911
2024
Q4 		$493K Buy
31,210
+3,495
+13% +$60.2K ﹤0.01% 2236
2024
Q3 		$473K Buy
27,715
+10,270
+59% +$173K ﹤0.01% 2160
2024
Q2 		$261K Buy
+17,445
New +$270K ﹤0.01% 2477

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

Creative Planning's CLBK Position: Q1 2026 in Review

Creative Planning reduced its Columbia Financial (CLBK) stake by 4% in Q1 2026, selling an estimated $129K and leaving 177,855 shares worth $3.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Creative Planning first reported a position in CLBK in Q2 2024 and has held it in 8 quarters since. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

  • Creative Planning held 177,855 shares of Columbia Financial worth $3.11M as of Q1 2026.
  • Creative Planning sold 7,478 Columbia Financial shares in Q1 2026, an estimated $129K.
  • Columbia Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1549 holding.
  • Creative Planning first reported a position in Columbia Financial in Q2 2024 and has held it in 8 quarters since.
  • 125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.