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ELCO Management’s Columbia Financial CLBK Stock Holding History

ELCO Management’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 		$162K Buy
+14,679
New +$162K 0.08% 164

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
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
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

ELCO Management's CLBK Position: Q3 2026 in Review

ELCO Management opened a new position in Columbia Financial (CLBK) in Q3 2026: 14,679 shares worth $162K. The stake represents 0.08% of the portfolio and ranks #164 among its holdings.

15 funds tracked by Wall St. Rank hold CLBK as of Q3 2026.

  • ELCO Management held 14,679 shares of Columbia Financial worth $162K as of Q3 2026.
  • Columbia Financial was a new ELCO Management position in Q3 2026.
  • Columbia Financial made up 0.08% of ELCO Management's portfolio in Q3 2026, its #164 holding.
  • 15 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2026.

Based on ELCO Management's 13F filing for Q3 2026, filed 14 Oct 2026.