Kestra Private Wealth Services’s Columbia Financial CLBK Stock Holding History

Kestra Private Wealth 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 Q3	$1.45M	Buy	+131,044	New	+$1.45M	0.02%	722
2023 Q1	–	Sell	-20,625	Closed	-$203K	–	1065
2022 Q4	$203K	Buy	+20,625	New	+$201K	0.01%	801
2022 Q3	–	Sell	-20,625	Closed	-$204K	–	916
2022 Q2	$204K	Hold	20,625	–	–	0.01%	795
2022 Q1	$202K	Buy	+20,625	New	+$200K	0.01%	887
2021 Q1	–	Sell	-41,250	Closed	-$292K	–	810
2020 Q4	$292K	Hold	41,250	–	–	0.02%	569
2020 Q3	$208K	Buy	+41,250	New	+$222K	0.02%	592

Other funds holding CLBK

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Kelleher Financial Advisors New York $377M AUM 12.39% 1-Year Est. Return

Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Kestra Private Wealth Services's CLBK Position: Q3 2026 in Review

Kestra Private Wealth Services opened a new position in Columbia Financial (CLBK) in Q3 2026: 131,044 shares worth $1.45M. The stake represents 0.02% of the portfolio and ranks #722 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in CLBK as recently as Q4 2022.

Kestra Private Wealth Services first reported a position in CLBK in Q3 2020 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold CLBK as of Q3 2026.

Kestra Private Wealth Services held 131,044 shares of Columbia Financial worth $1.45M as of Q3 2026.
Columbia Financial was a new Kestra Private Wealth Services position in Q3 2026.
Columbia Financial made up 0.02% of Kestra Private Wealth Services's portfolio in Q3 2026, its #722 holding.
Kestra Private Wealth Services first reported a position in Columbia Financial in Q3 2020 and has held it in 6 quarters since.
44 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.