LPL Financial’s Columbia Financial CLBK Stock Holding History

LPL Financial’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
2023 Q3	–	Sell	-10,550	Closed	-$182K	–	4708
2023 Q2	$182K	Sell	10,550 -500	-5%	-$8.67K	﹤0.01%	4180
2023 Q1	$202K	Sell	11,050 -3,100	-22%	-$62.8K	﹤0.01%	4038
2022 Q4	$306K	Sell	14,150 -1,700	-11%	-$36.5K	﹤0.01%	3637
2022 Q3	$335K	Hold	15,850	–	–	﹤0.01%	3484
2022 Q2	$346K	Hold	15,850	–	–	﹤0.01%	3512
2022 Q1	$341K	Hold	15,850	–	–	﹤0.01%	3483
2021 Q4	$331K	Hold	15,850	–	–	﹤0.01%	3617
2021 Q3	$293K	Hold	15,850	–	–	﹤0.01%	3669
2021 Q2	$273K	Hold	15,850	–	–	﹤0.01%	3659
2021 Q1	$277K	Hold	15,850	–	–	﹤0.01%	3532
2020 Q4	$247K	Hold	15,850	–	–	﹤0.01%	3361
2020 Q3	$176K	Hold	15,850	–	–	﹤0.01%	3242
2020 Q2	$221K	Hold	15,850	–	–	﹤0.01%	3062
2020 Q1	$228K	Sell	15,850 -2,000	-11%	-$32K	﹤0.01%	2713
2019 Q4	$302K	Sell	17,850 -3,900	-18%	-$64.4K	﹤0.01%	2768
2019 Q3	$343K	Sell	21,750 -500	-2%	-$7.7K	﹤0.01%	2565
2019 Q2	$336K	Hold	22,250	–	–	﹤0.01%	2606
2019 Q1	$349K	Hold	22,250	–	–	﹤0.01%	2514
2018 Q4	$340K	Buy	+22,250	New	+$348K	﹤0.01%	2369

Other funds holding CLBK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LPL Financial's CLBK Position: Q3 2023 in Review

LPL Financial sold out of Columbia Financial (CLBK) in Q3 2023, closing a stake of 10,550 shares — an estimated $182K sold.

LPL Financial first reported a position in CLBK in Q4 2018 and held it in 19 quarters. The position peaked at $349K in Q1 2019. 87 funds tracked by Wall St. Rank hold CLBK as of Q3 2023.

LPL Financial reported no remaining Columbia Financial position as of Q3 2023 after selling out during the quarter.
LPL Financial sold 10,550 Columbia Financial shares in Q3 2023, an estimated $182K.
LPL Financial first reported a position in Columbia Financial in Q4 2018 and held it in 19 quarters.
LPL Financial's Columbia Financial position peaked at $349K in Q1 2019.
87 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2023.

Based on LPL Financial's 13F filing for Q3 2023, filed 13 Nov 2023.