Kestra Advisory Services’s Columbia Financial CLBK Stock Holding History

Kestra Advisory Services’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	$251K	Sell	11,823 -50	-0.4%	-$971	﹤0.01%	2921
2026 Q1	$208K	Buy	11,873 +50	+0.4%	+$860	﹤0.01%	2919
2025 Q4	$184K	Hold	11,823	–	–	﹤0.01%	2964
2025 Q3	$177K	Hold	11,823	–	–	﹤0.01%	2763
2025 Q2	$172K	Hold	11,823	–	–	﹤0.01%	2676
2025 Q1	$177K	Sell	11,823 -977	-8%	-$15.1K	﹤0.01%	2503
2024 Q4	$202K	Sell	12,800 -2,200	-15%	-$37.9K	﹤0.01%	2479
2024 Q3	$256K	Hold	15,000	–	–	﹤0.01%	2201
2024 Q2	$225K	Hold	15,000	–	–	﹤0.01%	2322
2024 Q1	$258K	Hold	15,000	–	–	﹤0.01%	2113
2023 Q4	$289K	Buy	+15,000	New	+$257K	﹤0.01%	1870

Other funds holding CLBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Kestra Advisory Services's CLBK Position: Q2 2026 in Review

Kestra Advisory Services reduced its Columbia Financial (CLBK) stake by 0.42% in Q2 2026, selling an estimated $971 and leaving 11,823 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #2921.

Kestra Advisory Services first reported a position in CLBK in Q4 2023 and has held it in 11 quarters since. The position peaked at $289K in Q4 2023. 123 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

Kestra Advisory Services held 11,823 shares of Columbia Financial worth $251K as of Q2 2026.
Kestra Advisory Services sold 50 Columbia Financial shares in Q2 2026, an estimated $971.
Columbia Financial made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2921 holding.
Kestra Advisory Services first reported a position in Columbia Financial in Q4 2023 and has held it in 11 quarters since.
Kestra Advisory Services's Columbia Financial position peaked at $289K in Q4 2023.
123 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.