DiNuzzo Private Wealth
CLBK icon

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
Q3 		– Sell
-11
Closed -$107 – 1371
2026
Q2 		$107 Hold
11
– – ﹤0.01% 1292
2026
Q1 		$88 Hold
11
– – ﹤0.01% 1282
2025
Q4 		$78 Sell
11
-20
-65% -$141 ﹤0.01% 1313
2025
Q3 		$211 Sell
31
-4
-11% -$27 ﹤0.01% 1258
2025
Q2 		$233 Buy
35
+6
+21% +$39 ﹤0.01% 1223
2025
Q1 		$195 Sell
29
-13
-31% -$92 ﹤0.01% 1241
2024
Q4 		$301 Buy
42
+11
+35% +$86 ﹤0.01% 1214
2024
Q3 		$239 Hold
31
– – ﹤0.01% 1279
2024
Q2 		$210 Buy
31
+5
+19% +$35 ﹤0.01% 1262
2024
Q1 		$207 Sell
26
-3
-10% -$24 ﹤0.01% 1195
2023
Q4 		$251 Buy
+29
New +$226 ﹤0.01% 1174

Other funds holding CLBK

CWG
Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return
HA
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
EM
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
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
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
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

DiNuzzo Private Wealth's CLBK Position: Q3 2026 in Review

DiNuzzo Private Wealth sold out of Columbia Financial (CLBK) in Q3 2026, closing a stake of 11 shares — an estimated $107 sold.

DiNuzzo Private Wealth first reported a position in CLBK in Q4 2023 and held it in 11 quarters. The position peaked at $301 in Q4 2024. 15 funds tracked by Wall St. Rank hold CLBK as of Q3 2026.

  • DiNuzzo Private Wealth reported no remaining Columbia Financial position as of Q3 2026 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 11 Columbia Financial shares in Q3 2026, an estimated $107.
  • DiNuzzo Private Wealth first reported a position in Columbia Financial in Q4 2023 and held it in 11 quarters.
  • DiNuzzo Private Wealth's Columbia Financial position peaked at $301 in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.