EverSource Wealth Advisors
CLBK icon

EverSource Wealth Advisors’s Columbia Financial CLBK Stock Holding History

EverSource Wealth Advisors’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 		$6.15K Sell
638
-1,203
-65% -$10.6K ﹤0.01% 3182
2026
Q1 		$14.7K Buy
1,841
+1,449
+370% +$11.3K ﹤0.01% 2700
2025
Q4 		$2.76K Sell
392
-1,689
-81% -$11.9K ﹤0.01% 3376
2025
Q3 		$14.2K Sell
2,081
-225
-10% -$1.52K ﹤0.01% 2606
2025
Q2 		$15.2K Sell
2,306
-66
-3% -$427 ﹤0.01% 2503
2025
Q1 		$16.2K Buy
2,372
+1,463
+161% +$10.3K ﹤0.01% 1817
2024
Q4 		$6.53K Buy
909
+124
+16% +$971 ﹤0.01% 2225
2024
Q3 		$6.09K Hold
785
– – ﹤0.01% 2140
2024
Q2 		$6.43K Buy
785
+259
+49% +$1.82K ﹤0.01% 2112
2024
Q1 		$3.97K Buy
526
+165
+46% +$1.31K ﹤0.01% 2153
2023
Q4 		$3.16K Buy
+361
New +$2.81K ﹤0.01% 2036

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
Ursa Fund Management
Ursa Fund Management Danville, California $1.28B AUM 89.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Weiss Asset Management
Weiss Asset Management Boston, Massachusetts $9.5B AUM 55.06% 1-Year Est. Return

EverSource Wealth Advisors's CLBK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Columbia Financial (CLBK) stake by 65% in Q2 2026, selling an estimated $10.6K and leaving 638 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #3182.

EverSource Wealth Advisors first reported a position in CLBK in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.2K in Q1 2025. 122 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • EverSource Wealth Advisors held 638 shares of Columbia Financial worth $6.15K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,203 Columbia Financial shares in Q2 2026, an estimated $10.6K.
  • Columbia Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3182 holding.
  • EverSource Wealth Advisors first reported a position in Columbia Financial in Q4 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Columbia Financial position peaked at $16.2K in Q1 2025.
  • 122 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.