MAM
CLBK icon

Marquette Asset Management’s Columbia Financial CLBK Stock Holding History

Marquette Asset 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
2026
Q2 		$1.1K Hold
52
– – ﹤0.01% 709
2026
Q1 		$911 Hold
52
– – ﹤0.01% 683
2025
Q4 		$809 Buy
+52
New +$807 ﹤0.01% 578

Other funds holding CLBK

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Marquette Asset Management's CLBK Position: Q2 2026 in Review

Marquette Asset Management held its Columbia Financial (CLBK) position steady in Q2 2026 at 52 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Marquette Asset Management first reported a position in CLBK in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • Marquette Asset Management held 52 shares of Columbia Financial worth $1.1K as of Q2 2026.
  • Marquette Asset Management left its Columbia Financial share count unchanged in Q2 2026.
  • Columbia Financial made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #709 holding.
  • Marquette Asset Management first reported a position in Columbia Financial in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.