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Larson Financial Group’s Columbia Financial CLBK Stock Holding History

Larson Financial Group’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 		$6.02K Sell
344
-50
-13% -$860 ﹤0.01% 2504
2025
Q4 		$6.12K Sell
394
-210
-35% -$3.26K ﹤0.01% 2373
2025
Q3 		$9.07K Buy
604
+450
+292% +$6.7K ﹤0.01% 2061
2025
Q2 		$2.23K Buy
+154
New +$2.19K ﹤0.01% 2368
2025
Q1 		– Sell
-79
Closed -$1.25K – 3091
2024
Q4 		$1.25K Sell
79
-420
-84% -$7.24K ﹤0.01% 1977
2024
Q3 		$8.52K Buy
+499
New +$8.41K ﹤0.01% 1542

Other funds holding CLBK

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 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

Larson Financial Group's CLBK Position: Q1 2026 in Review

Larson Financial Group reduced its Columbia Financial (CLBK) stake by 13% in Q1 2026, selling an estimated $860 and leaving 344 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

Larson Financial Group first reported a position in CLBK in Q3 2024 and has held it in 6 quarters since. The position peaked at $9.07K in Q3 2025. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

  • Larson Financial Group held 344 shares of Columbia Financial worth $6.02K as of Q1 2026.
  • Larson Financial Group sold 50 Columbia Financial shares in Q1 2026, an estimated $860.
  • Columbia Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2504 holding.
  • Larson Financial Group first reported a position in Columbia Financial in Q3 2024 and has held it in 6 quarters since.
  • Larson Financial Group's Columbia Financial position peaked at $9.07K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.