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Equitable Holdings’s Columbia Financial CLBK Stock Holding History

Equitable Holdings’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
Q2 		– Sell
-12,741
Closed -$191K – 1463
2025
Q1 		$191K Hold
12,741
– – ﹤0.01% 1268
2024
Q4 		$201K Hold
12,741
– – ﹤0.01% 1196
2024
Q3 		$217K Hold
12,741
– – ﹤0.01% 1158
2024
Q2 		$191K Buy
+12,741
New +$198K ﹤0.01% 1147

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Equitable Holdings's CLBK Position: Q2 2025 in Review

Equitable Holdings sold out of Columbia Financial (CLBK) in Q2 2025, closing a stake of 12,741 shares — an estimated $191K sold.

Equitable Holdings first reported a position in CLBK in Q2 2024 and held it in 4 quarters. The position peaked at $217K in Q3 2024. 122 funds tracked by Wall St. Rank hold CLBK as of Q2 2025.

  • Equitable Holdings reported no remaining Columbia Financial position as of Q2 2025 after selling out during the quarter.
  • Equitable Holdings sold 12,741 Columbia Financial shares in Q2 2025, an estimated $191K.
  • Equitable Holdings first reported a position in Columbia Financial in Q2 2024 and held it in 4 quarters.
  • Equitable Holdings's Columbia Financial position peaked at $217K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2025.

Based on Equitable Holdings's 13F filing for Q2 2025, filed 15 Aug 2025.