IFP Advisors
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
Q3 		$26.9K Buy
1,763
+551
+45% +$6.09K ﹤0.01% 2784
2026
Q2 		$11.7K Sell
1,212
-13
-1% -$115 ﹤0.01% 3292
2026
Q1 		$9.8K Buy
1,225
+2
+0.2% +$16 ﹤0.01% 3156
2025
Q4 		$8.64K Hold
1,223
– – ﹤0.01% 3136
2025
Q3 		$8.35K Buy
1,223
+339
+38% +$2.3K ﹤0.01% 2996
2025
Q2 		$10K Sell
884
-201
-19% -$1.3K ﹤0.01% 2918
2025
Q1 		$7.6K Hold
1,085
– – ﹤0.01% 2666
2024
Q4 		$8.02K Sell
1,085
-15
-1% -$117 ﹤0.01% 2619
2024
Q3 		$8.54K Hold
1,100
– – ﹤0.01% 2487
2024
Q2 		$7.48K Hold
1,100
– – ﹤0.01% 2440
2024
Q1 		$8.6K Buy
+1,100
New +$8.74K ﹤0.01% 2288

Other funds holding CLBK

HA
Herold Advisors New York $512M AUM 21.14% 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
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
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

IFP Advisors's CLBK Position: Q3 2026 in Review

IFP Advisors increased its Columbia Financial (CLBK) stake by 45% in Q3 2026, buying an estimated $6.09K and bringing the position to 1,763 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2784.

IFP Advisors first reported a position in CLBK in Q1 2024 and has held it in 11 quarters since. 14 funds tracked by Wall St. Rank hold CLBK as of Q3 2026.

  • IFP Advisors held 1,763 shares of Columbia Financial worth $26.9K as of Q3 2026.
  • IFP Advisors bought 551 Columbia Financial shares in Q3 2026, an estimated $6.09K.
  • Columbia Financial made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2784 holding.
  • IFP Advisors first reported a position in Columbia Financial in Q1 2024 and has held it in 11 quarters since.
  • 14 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.