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DiNuzzo Private Wealth’s Columbia Financial CLBK Stock Holding History

DiNuzzo Private Wealth’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 		$107 Hold
5
– – ﹤0.01% 1292
2026
Q1 		$88 Hold
5
– – ﹤0.01% 1282
2025
Q4 		$78 Sell
5
-9
-64% -$140 ﹤0.01% 1313
2025
Q3 		$211 Sell
14
-2
-13% -$30 ﹤0.01% 1258
2025
Q2 		$233 Buy
16
+3
+23% +$43 ﹤0.01% 1223
2025
Q1 		$195 Sell
13
-6
-32% -$93 ﹤0.01% 1241
2024
Q4 		$301 Buy
19
+5
+36% +$86 ﹤0.01% 1214
2024
Q3 		$239 Hold
14
– – ﹤0.01% 1279
2024
Q2 		$210 Buy
14
+2
+17% +$31 ﹤0.01% 1262
2024
Q1 		$207 Sell
12
-1
-8% -$17 ﹤0.01% 1195
2023
Q4 		$251 Buy
+13
New +$223 ﹤0.01% 1174

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
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 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

DiNuzzo Private Wealth's CLBK Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Columbia Financial (CLBK) position steady in Q2 2026 at 5 shares worth $107. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

DiNuzzo Private Wealth first reported a position in CLBK in Q4 2023 and has held it in 11 quarters since. The position peaked at $301 in Q4 2024. 12 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • DiNuzzo Private Wealth held 5 shares of Columbia Financial worth $107 as of Q2 2026.
  • DiNuzzo Private Wealth left its Columbia Financial share count unchanged in Q2 2026.
  • Columbia Financial made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1292 holding.
  • DiNuzzo Private Wealth first reported a position in Columbia Financial in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Columbia Financial position peaked at $301 in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.