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Delta Financial Group’s Columbia Financial CLBK Stock Holding History

Delta Financial 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
2025
Q1 		$554K Sell
36,056
-500
-1% -$7.75K 0.13% 124
2024
Q4 		$578K Buy
+36,556
New +$630K 0.14% 113
2024
Q2 		– Sell
-42,409
Closed -$730K – 135
2024
Q1 		$730K Hold
42,409
– – 0.21% 86
2023
Q4 		$818K Sell
42,409
-15,000
-26% -$257K 0.26% 71
2023
Q3 		$902K Buy
+57,409
New +$987K 0.31% 59
2023
Q2 		– Sell
-80,852
Closed -$1.48M – 112
2023
Q1 		$1.48M Buy
80,852
+4,607
+6% +$93.4K 0.58% 30
2022
Q4 		$1.64M Buy
+76,245
New +$1.64M 0.73% 24

Other funds holding CLBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Delta Financial Group's CLBK Position: Q1 2025 in Review

Delta Financial Group reduced its Columbia Financial (CLBK) stake by 1.4% in Q1 2025, selling an estimated $7.75K and leaving 36,056 shares worth $554K. The position accounts for 0.13% of the portfolio, ranked #124.

Delta Financial Group first reported a position in CLBK in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.64M in Q4 2022. 121 funds tracked by Wall St. Rank hold CLBK as of Q1 2025.

  • Delta Financial Group held 36,056 shares of Columbia Financial worth $554K as of Q1 2025.
  • Delta Financial Group sold 500 Columbia Financial shares in Q1 2025, an estimated $7.75K.
  • Columbia Financial made up 0.13% of Delta Financial Group's portfolio in Q1 2025, its #124 holding.
  • Delta Financial Group first reported a position in Columbia Financial in Q4 2022 and has held it in 7 quarters since.
  • Delta Financial Group's Columbia Financial position peaked at $1.64M in Q4 2022.
  • 121 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.