IA
CLBK icon

IFP Advisors’s Columbia Financial CLBK Stock Holding History

IFP 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 		$11.7K Sell
551
-6
-1% -$117 ﹤0.01% 3292
2026
Q1 		$9.75K Buy
557
+1
+0.2% +$17 ﹤0.01% 3156
2025
Q4 		$8.64K Hold
556
– – ﹤0.01% 3136
2025
Q3 		$8.35K Buy
556
+154
+38% +$2.29K ﹤0.01% 2996
2025
Q2 		$10K Sell
402
-91
-18% -$1.3K ﹤0.01% 2918
2025
Q1 		$7.61K Hold
493
– – ﹤0.01% 2666
2024
Q4 		$8.02K Sell
493
-7
-1% -$121 ﹤0.01% 2619
2024
Q3 		$8.54K Hold
500
– – ﹤0.01% 2487
2024
Q2 		$7.49K Hold
500
– – ﹤0.01% 2440
2024
Q1 		$8.61K Buy
+500
New +$8.74K ﹤0.01% 2288

Other funds holding CLBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
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

IFP Advisors's CLBK Position: Q2 2026 in Review

IFP Advisors reduced its Columbia Financial (CLBK) stake by 1.1% in Q2 2026, selling an estimated $117 and leaving 551 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3292.

IFP Advisors first reported a position in CLBK in Q1 2024 and has held it in 10 quarters since. 123 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • IFP Advisors held 551 shares of Columbia Financial worth $11.7K as of Q2 2026.
  • IFP Advisors sold 6 Columbia Financial shares in Q2 2026, an estimated $117.
  • Columbia Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3292 holding.
  • IFP Advisors first reported a position in Columbia Financial in Q1 2024 and has held it in 10 quarters since.
  • 123 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.