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Kingsview Wealth Management’s Columbia Financial CLBK Stock Holding History

Kingsview Wealth Management’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
2024
Q4 		– Sell
-30,221
Closed -$516K – 1122
2024
Q3 		$516K Hold
30,221
– – 0.01% 709
2024
Q2 		$452K Buy
+30,221
New +$469K 0.01% 717

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingsview Wealth Management's CLBK Position: Q4 2024 in Review

Kingsview Wealth Management sold out of Columbia Financial (CLBK) in Q4 2024, closing a stake of 30,221 shares — an estimated $516K sold.

Kingsview Wealth Management first reported a position in CLBK in Q2 2024 and held it in 2 quarters. The position peaked at $516K in Q3 2024. 112 funds tracked by Wall St. Rank hold CLBK as of Q4 2024.

  • Kingsview Wealth Management reported no remaining Columbia Financial position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 30,221 Columbia Financial shares in Q4 2024, an estimated $516K.
  • Kingsview Wealth Management first reported a position in Columbia Financial in Q2 2024 and held it in 2 quarters.
  • Kingsview Wealth Management's Columbia Financial position peaked at $516K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Columbia Financial as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.