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Herold Advisors’s Columbia Financial CLBK Stock Holding History

Herold 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
Q3 		$177K Buy
+16,034
New +$177K 0.03% 256

Other funds holding CLBK

CWG
Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
LAM
Longboard Asset Management Phoenix, Arizona $3.72M AUM 12.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Herold Advisors's CLBK Position: Q3 2026 in Review

Herold Advisors opened a new position in Columbia Financial (CLBK) in Q3 2026: 16,034 shares worth $177K. The stake represents 0.03% of the portfolio and ranks #256 among its holdings.

15 funds tracked by Wall St. Rank hold CLBK as of Q3 2026.

  • Herold Advisors held 16,034 shares of Columbia Financial worth $177K as of Q3 2026.
  • Columbia Financial was a new Herold Advisors position in Q3 2026.
  • Columbia Financial made up 0.03% of Herold Advisors's portfolio in Q3 2026, its #256 holding.
  • 15 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.