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 Q1	$271K	Hold	15,500	–	–	0.08%	107
2025 Q4	$241K	Hold	15,500	–	–	0.07%	120
2025 Q3	$233K	Hold	15,500	–	–	0.07%	109
2025 Q2	$225K	Hold	15,500	–	–	0.08%	104
2025 Q1	$233K	Hold	15,500	–	–	0.12%	90
2024 Q4	$245K	Hold	15,500	–	–	0.1%	97
2024 Q3	$265K	Hold	15,500	–	–	0.12%	93
2024 Q2	$232K	Hold	15,500	–	–	0.12%	91
2024 Q1	$267K	Hold	15,500	–	–	0.14%	79
2023 Q4	$299K	Hold	15,500	–	–	0.18%	62
2023 Q3	$244K	Hold	15,500	–	–	0.18%	59
2023 Q2	$268K	Buy	15,500 +500	+3%	+$8.67K	0.21%	53
2023 Q1	$274K	Hold	15,000	–	–	0.23%	51
2022 Q4	$324K	Sell	15,000 -5,000	-25%	-$107K	0.3%	45
2022 Q3	$423K	Hold	20,000	–	–	0.43%	33
2022 Q2	$436K	Hold	20,000	–	–	0.4%	40
2022 Q1	$430K	Hold	20,000	–	–	0.3%	53
2021 Q4	$417K	Buy	+20,000	New	+$388K	0.39%	48

Other funds holding CLBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crown Wealth Group's CLBK Position: Q1 2026 in Review

Crown Wealth Group held its Columbia Financial (CLBK) position steady in Q1 2026 at 15,500 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #107.

Crown Wealth Group first reported a position in CLBK in Q4 2021 and has held it in 18 quarters since. The position peaked at $436K in Q2 2022. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

Crown Wealth Group held 15,500 shares of Columbia Financial worth $271K as of Q1 2026.
Crown Wealth Group left its Columbia Financial share count unchanged in Q1 2026.
Columbia Financial made up 0.08% of Crown Wealth Group's portfolio in Q1 2026, its #107 holding.
Crown Wealth Group first reported a position in Columbia Financial in Q4 2021 and has held it in 18 quarters since.
Crown Wealth Group's Columbia Financial position peaked at $436K in Q2 2022.
125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Crown Wealth Group's 13F filing for Q1 2026, filed 21 Apr 2026.