EP
CLBK icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UFM
Ursa Fund Management Danville, California $32.7M AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return