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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
Q1 		$14.7K Buy
837
+659
+370% +$11.3K ﹤0.01% 2700
2025
Q4 		$2.77K Sell
178
-768
-81% -$11.9K ﹤0.01% 3376
2025
Q3 		$14.2K Sell
946
-102
-10% -$1.52K ﹤0.01% 2606
2025
Q2 		$15.2K Sell
1,048
-30
-3% -$427 ﹤0.01% 2503
2025
Q1 		$16.2K Buy
1,078
+665
+161% +$10.3K ﹤0.01% 1817
2024
Q4 		$6.53K Buy
413
+56
+16% +$965 ﹤0.01% 2225
2024
Q3 		$6.09K Hold
357
– – ﹤0.01% 2140
2024
Q2 		$6.43K Buy
357
+118
+49% +$1.83K ﹤0.01% 2112
2024
Q1 		$3.97K Buy
239
+75
+46% +$1.31K ﹤0.01% 2153
2023
Q4 		$3.16K Buy
+164
New +$2.81K ﹤0.01% 2036

Other funds holding CLBK

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
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 $108M 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

EverSource Wealth Advisors's CLBK Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Columbia Financial (CLBK) stake by 370% in Q1 2026, buying an estimated $11.3K and bringing the position to 837 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2700.

EverSource Wealth Advisors first reported a position in CLBK in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.2K in Q1 2025. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

  • EverSource Wealth Advisors held 837 shares of Columbia Financial worth $14.7K as of Q1 2026.
  • EverSource Wealth Advisors bought 659 Columbia Financial shares in Q1 2026, an estimated $11.3K.
  • Columbia Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2700 holding.
  • EverSource Wealth Advisors first reported a position in Columbia Financial in Q4 2023 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Columbia Financial position peaked at $16.2K in Q1 2025.
  • 125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.