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Integrated Wealth Concepts’s Columbia Financial CLBK Stock Holding History

Integrated Wealth Concepts’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 		$1.1K Buy
+52
New +$1.01K ﹤0.01% 5510

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

Integrated Wealth Concepts's CLBK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Columbia Financial (CLBK) in Q2 2026: 52 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #5510 among its holdings.

123 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • Integrated Wealth Concepts held 52 shares of Columbia Financial worth $1.1K as of Q2 2026.
  • Columbia Financial was a new Integrated Wealth Concepts position in Q2 2026.
  • Columbia Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5510 holding.
  • 123 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.