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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
Q3 		– Sell
-99
Closed -$955 – 2891
2026
Q2 		$955 Sell
99
-257
-72% -$2.27K ﹤0.01% 2264
2026
Q1 		$2.84K Sell
356
-328
-48% -$2.56K ﹤0.01% 1845
2025
Q4 		$4.83K Buy
684
+11
+2% +$78 ﹤0.01% 1444
2025
Q3 		$4.59K Buy
673
+603
+861% +$4.08K ﹤0.01% 1456
2025
Q2 		$464 Buy
+70
New +$453 ﹤0.01% 1719

Other funds holding CLBK

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

Essential Partners's CLBK Position: Q3 2026 in Review

Essential Partners sold out of Columbia Financial (CLBK) in Q3 2026, closing a stake of 99 shares — an estimated $955 sold.

Essential Partners first reported a position in CLBK in Q2 2025 and held it in 5 quarters. The position peaked at $4.83K in Q4 2025. 14 funds tracked by Wall St. Rank hold CLBK as of Q3 2026.

  • Essential Partners reported no remaining Columbia Financial position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 99 Columbia Financial shares in Q3 2026, an estimated $955.
  • Essential Partners first reported a position in Columbia Financial in Q2 2025 and held it in 5 quarters.
  • Essential Partners's Columbia Financial position peaked at $4.83K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.