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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
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 $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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 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

IFP Advisors's CLBK Position: Q1 2026 in Review

IFP Advisors increased its Columbia Financial (CLBK) stake by 0.18% in Q1 2026, buying an estimated $17 and bringing the position to 557 shares worth $9.75K. The position accounts for ﹤0.01% of the portfolio, ranked #3156.

IFP Advisors first reported a position in CLBK in Q1 2024 and has held it in 9 quarters since. The position peaked at $10K in Q2 2025. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

  • IFP Advisors held 557 shares of Columbia Financial worth $9.75K as of Q1 2026.
  • IFP Advisors bought 1 Columbia Financial share in Q1 2026, an estimated $17.
  • Columbia Financial made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3156 holding.
  • IFP Advisors first reported a position in Columbia Financial in Q1 2024 and has held it in 9 quarters since.
  • IFP Advisors's Columbia Financial position peaked at $10K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.