Larson Financial Group
CLBK icon

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
Q2 		$8.23K Buy
854
+97
+13% +$856 ﹤0.01% 2528
2026
Q1 		$6.02K Sell
757
-110
-13% -$860 ﹤0.01% 2504
2025
Q4 		$6.12K Sell
867
-462
-35% -$3.26K ﹤0.01% 2373
2025
Q3 		$9.07K Buy
1,329
+990
+292% +$6.7K ﹤0.01% 2061
2025
Q2 		$2.24K Buy
+339
New +$2.19K ﹤0.01% 2368
2025
Q1 		– Sell
-174
Closed -$1.25K – 3091
2024
Q4 		$1.25K Sell
174
-924
-84% -$7.24K ﹤0.01% 1977
2024
Q3 		$8.52K Buy
+1,098
New +$8.41K ﹤0.01% 1542

Other funds holding CLBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ursa Fund Management
Ursa Fund Management Danville, California $1.28B AUM 89.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
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
Weiss Asset Management
Weiss Asset Management Boston, Massachusetts $9.5B AUM 55.06% 1-Year Est. Return

Larson Financial Group's CLBK Position: Q2 2026 in Review

Larson Financial Group increased its Columbia Financial (CLBK) stake by 13% in Q2 2026, buying an estimated $856 and bringing the position to 854 shares worth $8.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2528.

Larson Financial Group first reported a position in CLBK in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.07K in Q3 2025. 122 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • Larson Financial Group held 854 shares of Columbia Financial worth $8.23K as of Q2 2026.
  • Larson Financial Group bought 97 Columbia Financial shares in Q2 2026, an estimated $856.
  • Columbia Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2528 holding.
  • Larson Financial Group first reported a position in Columbia Financial in Q3 2024 and has held it in 7 quarters since.
  • Larson Financial Group's Columbia Financial position peaked at $9.07K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.