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Essential Partners’s Columbia Financial CLBK Stock Holding History

Essential Partners’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 		$955 Sell
45
-117
-72% -$2.27K ﹤0.01% 2264
2026
Q1 		$2.84K Sell
162
-149
-48% -$2.56K ﹤0.01% 1845
2025
Q4 		$4.83K Buy
311
+5
+2% +$78 ﹤0.01% 1444
2025
Q3 		$4.59K Buy
306
+274
+856% +$4.08K ﹤0.01% 1456
2025
Q2 		$464 Buy
+32
New +$456 ﹤0.01% 1719

Other funds holding CLBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
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

Essential Partners's CLBK Position: Q2 2026 in Review

Essential Partners reduced its Columbia Financial (CLBK) stake by 72% in Q2 2026, selling an estimated $2.27K and leaving 45 shares worth $955. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

Essential Partners first reported a position in CLBK in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.83K in Q4 2025. 123 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • Essential Partners held 45 shares of Columbia Financial worth $955 as of Q2 2026.
  • Essential Partners sold 117 Columbia Financial shares in Q2 2026, an estimated $2.27K.
  • Columbia Financial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2264 holding.
  • Essential Partners first reported a position in Columbia Financial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Columbia Financial position peaked at $4.83K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.