Crown Wealth Group’s Columbia Financial CLBK Stock Holding History

Crown Wealth Group’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	$377K	Hold	34,100	–	–	0.09%	94
2026 Q2	$329K	Hold	34,100	–	–	0.08%	103
2026 Q1	$271K	Hold	34,100	–	–	0.08%	107
2025 Q4	$241K	Hold	34,100	–	–	0.07%	120
2025 Q3	$233K	Hold	34,100	–	–	0.07%	109
2025 Q2	$225K	Hold	34,100	–	–	0.08%	104
2025 Q1	$232K	Hold	34,100	–	–	0.12%	90
2024 Q4	$245K	Hold	34,100	–	–	0.1%	97
2024 Q3	$265K	Hold	34,100	–	–	0.12%	93
2024 Q2	$232K	Hold	34,100	–	–	0.12%	91
2024 Q1	$267K	Hold	34,100	–	–	0.14%	79
2023 Q4	$299K	Hold	34,100	–	–	0.18%	62
2023 Q3	$244K	Hold	34,100	–	–	0.18%	59
2023 Q2	$268K	Buy	34,100 +1,100	+3%	+$8.67K	0.21%	53
2023 Q1	$274K	Hold	33,000	–	–	0.23%	51
2022 Q4	$324K	Sell	33,000 -11,000	-25%	-$107K	0.3%	45
2022 Q3	$423K	Hold	44,000	–	–	0.43%	33
2022 Q2	$436K	Hold	44,000	–	–	0.4%	40
2022 Q1	$430K	Hold	44,000	–	–	0.3%	53
2021 Q4	$417K	Buy	+44,000	New	+$388K	0.39%	48

Other funds holding CLBK

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

LAM

Longboard Asset Management Phoenix, Arizona $3.72M AUM 12.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Crown Wealth Group's CLBK Position: Q3 2026 in Review

Crown Wealth Group held its Columbia Financial (CLBK) position steady in Q3 2026 at 34,100 shares worth $377K. The position accounts for 0.09% of the portfolio, ranked #94.

Crown Wealth Group first reported a position in CLBK in Q4 2021 and has held it in 20 quarters since. The position peaked at $436K in Q2 2022. 15 funds tracked by Wall St. Rank hold CLBK as of Q3 2026.

Crown Wealth Group held 34,100 shares of Columbia Financial worth $377K as of Q3 2026.
Crown Wealth Group left its Columbia Financial share count unchanged in Q3 2026.
Columbia Financial made up 0.09% of Crown Wealth Group's portfolio in Q3 2026, its #94 holding.
Crown Wealth Group first reported a position in Columbia Financial in Q4 2021 and has held it in 20 quarters since.
Crown Wealth Group's Columbia Financial position peaked at $436K in Q2 2022.
15 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.