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Global Financial Private Client’s Columbia Financial CLBK Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-19
Closed -$285 – 474
2025
Q1 		$285 Buy
19
+13
+217% +$201 ﹤0.01% 1450
2024
Q4 		$95 Buy
+6
New +$103 ﹤0.01% 1495

Other funds holding CLBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Global Financial Private Client's CLBK Position: Q2 2025 in Review

Global Financial Private Client sold out of Columbia Financial (CLBK) in Q2 2025, closing a stake of 19 shares — an estimated $285 sold.

Global Financial Private Client first reported a position in CLBK in Q4 2024 and held it in 2 quarters. The position peaked at $285 in Q1 2025. 122 funds tracked by Wall St. Rank hold CLBK as of Q2 2025.

  • Global Financial Private Client reported no remaining Columbia Financial position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 19 Columbia Financial shares in Q2 2025, an estimated $285.
  • Global Financial Private Client first reported a position in Columbia Financial in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Columbia Financial position peaked at $285 in Q1 2025.
  • 122 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.