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 Q2	$3.91M	Buy	404,989 +13,708	+4%	+$121K	﹤0.01%	1590
2026 Q1	$3.11M	Sell	391,281 -16,452	-4%	-$129K	﹤0.01%	1549
2025 Q4	$2.88M	Buy	407,733 +1,092	+0.3%	+$7.7K	﹤0.01%	1406
2025 Q3	$2.77M	Buy	406,641 +139,183	+52%	+$942K	﹤0.01%	1282
2025 Q2	$1.76M	Buy	267,458 +152,176	+132%	+$985K	﹤0.01%	1418
2025 Q1	$786K	Buy	115,282 +46,620	+68%	+$328K	﹤0.01%	1911
2024 Q4	$493K	Buy	68,662 +7,689	+13%	+$60.2K	﹤0.01%	2236
2024 Q3	$473K	Buy	60,973 +22,594	+59%	+$173K	﹤0.01%	2160
2024 Q2	$261K	Buy	+38,379	New	+$270K	﹤0.01%	2477

Other funds holding CLBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ursa Fund Management Danville, California $1.28B AUM 89.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

OFCM

One Fin Capital Management San Francisco, California $310M AUM 45.19% 1-Year Est. Return

Weiss Asset Management Boston, Massachusetts $9.5B AUM 55.06% 1-Year Est. Return

Creative Planning's CLBK Position: Q2 2026 in Review

Creative Planning increased its Columbia Financial (CLBK) stake by 3.5% in Q2 2026, buying an estimated $121K and bringing the position to 404,989 shares worth $3.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Creative Planning first reported a position in CLBK in Q2 2024 and has held it in 9 quarters since. 122 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

Creative Planning held 404,989 shares of Columbia Financial worth $3.91M as of Q2 2026.
Creative Planning bought 13,708 Columbia Financial shares in Q2 2026, an estimated $121K.
Columbia Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1590 holding.
Creative Planning first reported a position in Columbia Financial in Q2 2024 and has held it in 9 quarters since.
122 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.