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Hemington Wealth Management’s Columbia Financial CLBK Stock Holding History

Hemington Wealth Management’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
Q3 		$1K Buy
114
+31
+37% +$462 ﹤0.01% 1411
2025
Q2 		$1K Sell
83
-30
-27% -$427 ﹤0.01% 1390
2025
Q1 		$1K Buy
113
+61
+117% +$945 ﹤0.01% 1377
2024
Q4 		$0 Buy
52
+15
+41% +$258 ﹤0.01% 1573
2024
Q3 		$0 Buy
+37
New +$624 ﹤0.01% 1517

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
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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Hemington Wealth Management's CLBK Position: Q3 2025 in Review

Hemington Wealth Management increased its Columbia Financial (CLBK) stake by 37% in Q3 2025, buying an estimated $462 and bringing the position to 114 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Hemington Wealth Management first reported a position in CLBK in Q3 2024 and has held it in 5 quarters since. 130 funds tracked by Wall St. Rank hold CLBK as of Q3 2025.

  • Hemington Wealth Management held 114 shares of Columbia Financial worth $1K as of Q3 2025.
  • Hemington Wealth Management bought 31 Columbia Financial shares in Q3 2025, an estimated $462.
  • Columbia Financial made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1411 holding.
  • Hemington Wealth Management first reported a position in Columbia Financial in Q3 2024 and has held it in 5 quarters since.
  • 130 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.