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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kestra Advisory Services's CLBK Position: Q1 2026 in Review

Kestra Advisory Services increased its Columbia Financial (CLBK) stake by 0.42% in Q1 2026, buying an estimated $860 and bringing the position to 11,873 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2919.

Kestra Advisory Services first reported a position in CLBK in Q4 2023 and has held it in 10 quarters since. The position peaked at $289K in Q4 2023. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

Kestra Advisory Services held 11,873 shares of Columbia Financial worth $208K as of Q1 2026.
Kestra Advisory Services bought 50 Columbia Financial shares in Q1 2026, an estimated $860.
Columbia Financial made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2919 holding.
Kestra Advisory Services first reported a position in Columbia Financial in Q4 2023 and has held it in 10 quarters since.
Kestra Advisory Services's Columbia Financial position peaked at $289K in Q4 2023.
125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.