Marshall Wace’s Columbia Financial CLBK Stock Holding History

Marshall Wace’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	$210K	Buy	+9,908	New	+$192K	﹤0.01%	2823
2026 Q1	–	Sell	-88,551	Closed	-$1.38M	–	3253
2025 Q4	$1.38M	Sell	88,551 -130,194	-60%	-$2.02M	﹤0.01%	1775
2025 Q3	$3.28M	Buy	218,745 +72,067	+49%	+$1.07M	﹤0.01%	1380
2025 Q2	$2.13M	Buy	146,678 +109,780	+298%	+$1.56M	﹤0.01%	1530
2025 Q1	$553K	Buy	36,898 +7,803	+27%	+$121K	﹤0.01%	2038
2024 Q4	$460K	Buy	29,095 +14,514	+100%	+$250K	﹤0.01%	2064
2024 Q3	$249K	Buy	14,581 +3,728	+34%	+$62.8K	﹤0.01%	2222
2024 Q2	$162K	Buy	+10,853	New	+$168K	﹤0.01%	2337
2021 Q4	–	Sell	-111,944	Closed	-$2.07M	–	3904
2021 Q3	$2.07M	Buy	111,944 +61,730	+123%	+$1.1M	0.01%	1518
2021 Q2	$865K	Buy	+50,214	New	+$885K	﹤0.01%	1885
2020 Q4	–	Sell	-172,506	Closed	-$1.92M	–	1911
2020 Q3	$1.92M	Buy	+172,506	New	+$2.04M	0.01%	819

Other funds holding CLBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

Marshall Wace's CLBK Position: Q2 2026 in Review

Marshall Wace opened a new position in Columbia Financial (CLBK) in Q2 2026: 9,908 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #2823 among its holdings. This is a return to the name: Marshall Wace previously reported a position in CLBK as recently as Q4 2025.

Marshall Wace first reported a position in CLBK in Q3 2020 and has held it in 11 quarters since. The position peaked at $3.28M in Q3 2025. 123 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

Marshall Wace held 9,908 shares of Columbia Financial worth $210K as of Q2 2026.
Columbia Financial was a new Marshall Wace position in Q2 2026.
Columbia Financial made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2823 holding.
Marshall Wace first reported a position in Columbia Financial in Q3 2020 and has held it in 11 quarters since.
Marshall Wace's Columbia Financial position peaked at $3.28M in Q3 2025.
123 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.