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JFS Wealth Advisors’s Columbia Financial CLBK Stock Holding History

JFS Wealth 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
2025
Q4 		– Sell
-60
Closed -$901 – 1927
2025
Q3 		$901 Sell
60
-6
-9% -$89 ﹤0.01% 1652
2025
Q2 		$958 Buy
66
+10
+18% +$142 ﹤0.01% 1580
2025
Q1 		$840 Sell
56
-2
-3% -$31 ﹤0.01% 1680
2024
Q4 		$917 Sell
58
-1
-2% -$17 ﹤0.01% 1684
2024
Q3 		$1.01K Buy
59
+2
+4% +$34 ﹤0.01% 1693
2024
Q2 		$854 Sell
57
-14
-20% -$217 ﹤0.01% 1701
2024
Q1 		$1.22K Sell
71
-5
-7% -$87 ﹤0.01% 1605
2023
Q4 		$1.47K Buy
76
+48
+171% +$822 ﹤0.01% 1543
2023
Q3 		$440 Sell
28
-24
-46% -$413 ﹤0.01% 1766
2023
Q2 		$900 Buy
52
+11
+27% +$191 ﹤0.01% 1641
2023
Q1 		$750 Sell
41
-31
-43% -$628 ﹤0.01% 1655
2022
Q4 		$1.56K Sell
72
-15
-17% -$322 ﹤0.01% 1468
2022
Q3 		$2K Sell
87
-10
-10% -$216 ﹤0.01% 1292
2022
Q2 		$2K Buy
97
+35
+56% +$730 ﹤0.01% 1293
2022
Q1 		$1K Buy
62
+34
+121% +$726 ﹤0.01% 1600
2021
Q4 		$1K Buy
+28
New +$543 ﹤0.01% 1296

Other funds holding CLBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JFS Wealth Advisors's CLBK Position: Q4 2025 in Review

JFS Wealth Advisors sold out of Columbia Financial (CLBK) in Q4 2025, closing a stake of 60 shares — an estimated $901 sold.

JFS Wealth Advisors first reported a position in CLBK in Q4 2021 and held it in 16 quarters. The position peaked at $2K in Q3 2022. 127 funds tracked by Wall St. Rank hold CLBK as of Q4 2025.

  • JFS Wealth Advisors reported no remaining Columbia Financial position as of Q4 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 60 Columbia Financial shares in Q4 2025, an estimated $901.
  • JFS Wealth Advisors first reported a position in Columbia Financial in Q4 2021 and held it in 16 quarters.
  • JFS Wealth Advisors's Columbia Financial position peaked at $2K in Q3 2022.
  • 127 funds tracked by Wall St. Rank held Columbia Financial as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.