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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

OFCM

One Fin Capital Management San Francisco, California $310M AUM 45.19% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 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. 123 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.
123 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.