First Trust Advisors’s Columbia Financial CLBK Stock Holding History

First Trust 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	$1.66M	Buy	78,295 +729	+0.9%	+$14.2K	﹤0.01%	2074
2026 Q1	$1.36M	Sell	77,566 -1,728	-2%	-$29.7K	﹤0.01%	2068
2025 Q4	$1.23M	Sell	79,294 -28,087	-26%	-$436K	﹤0.01%	2072
2025 Q3	$1.61M	Sell	107,381 -69,817	-39%	-$1.04M	﹤0.01%	1935
2025 Q2	$2.57M	Buy	177,198 +76,560	+76%	+$1.09M	﹤0.01%	1706
2025 Q1	$1.51M	Buy	100,638 +2,226	+2%	+$34.5K	﹤0.01%	1893
2024 Q4	$1.56M	Sell	98,412 -179	-0.2%	-$3.08K	﹤0.01%	1904
2024 Q3	$1.68M	Buy	98,591 +29,866	+43%	+$503K	﹤0.01%	1833
2024 Q2	$1.03M	Sell	68,725 -11,566	-14%	-$179K	﹤0.01%	1942
2024 Q1	$1.38M	Sell	80,291 -5,133	-6%	-$89.7K	﹤0.01%	1879
2023 Q4	$1.65M	Buy	85,424 +49,373	+137%	+$846K	﹤0.01%	1801
2023 Q3	$566K	Sell	36,051 -6,195	-15%	-$107K	﹤0.01%	2129
2023 Q2	$730K	Sell	42,246 -48,965	-54%	-$849K	﹤0.01%	2053
2023 Q1	$1.67M	Sell	91,211 -69,823	-43%	-$1.42M	﹤0.01%	1772
2022 Q4	$3.48M	Sell	161,034 -21,769	-12%	-$468K	﹤0.01%	1415
2022 Q3	$3.86M	Buy	182,803 +6,953	+4%	+$150K	0.01%	1337
2022 Q2	$3.83M	Buy	175,850 +5,130	+3%	+$107K	﹤0.01%	1402
2022 Q1	$3.67M	Sell	170,720 -54,978	-24%	-$1.17M	﹤0.01%	1513
2021 Q4	$4.71M	Buy	225,698 +179,521	+389%	+$3.48M	﹤0.01%	1397
2021 Q3	$854K	Sell	46,177 -111,086	-71%	-$1.99M	﹤0.01%	2095
2021 Q2	$2.71M	Sell	157,263 -30,547	-16%	-$538K	﹤0.01%	1694
2021 Q1	$3.28M	Buy	187,810 +143,378	+323%	+$2.38M	﹤0.01%	1507
2020 Q4	$691K	Sell	44,432 -45,736	-51%	-$633K	﹤0.01%	2029
2020 Q3	$1M	Sell	90,168 -54,764	-38%	-$648K	﹤0.01%	1763
2020 Q2	$2.02M	Buy	144,932 +8,290	+6%	+$116K	﹤0.01%	1370
2020 Q1	$1.97M	Sell	136,642 -51,749	-27%	-$828K	﹤0.01%	1276
2019 Q4	$3.19M	Buy	188,391 +71,696	+61%	+$1.18M	0.01%	1306
2019 Q3	$1.84M	Buy	116,695 +33,734	+41%	+$519K	﹤0.01%	1584
2019 Q2	$1.25M	Sell	82,961 -16,465	-17%	-$253K	﹤0.01%	1775
2019 Q1	$1.56M	Sell	99,426 -22,602	-19%	-$351K	﹤0.01%	1664
2018 Q4	$1.87M	Buy	+122,028	New	+$1.91M	﹤0.01%	1520

Other funds holding CLBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

First Trust Advisors's CLBK Position: Q2 2026 in Review

First Trust Advisors increased its Columbia Financial (CLBK) stake by 0.94% in Q2 2026, buying an estimated $14.2K and bringing the position to 78,295 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

First Trust Advisors first reported a position in CLBK in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.71M in Q4 2021. 123 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

First Trust Advisors held 78,295 shares of Columbia Financial worth $1.66M as of Q2 2026.
First Trust Advisors bought 729 Columbia Financial shares in Q2 2026, an estimated $14.2K.
Columbia Financial made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2074 holding.
First Trust Advisors first reported a position in Columbia Financial in Q4 2018 and has held it in 31 quarters since.
First Trust Advisors's Columbia Financial position peaked at $4.71M in Q4 2021.
123 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.