CWP
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Curated Wealth Partners’s Columbia Financial CLBK Stock Holding History

Curated Wealth Partners’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 		$11.2K Buy
+10,000
New +$194K ﹤0.01% 820

Other funds holding CLBK

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Curated Wealth Partners's CLBK Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Columbia Financial (CLBK) in Q2 2026: 10,000 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings.

12 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • Curated Wealth Partners held 10,000 shares of Columbia Financial worth $11.2K as of Q2 2026.
  • Columbia Financial was a new Curated Wealth Partners position in Q2 2026.
  • Columbia Financial made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #820 holding.
  • 12 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.