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 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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Marshall Wace's CLBK Position: Q1 2026 in Review

Marshall Wace sold out of Columbia Financial (CLBK) in Q1 2026, closing a stake of 88,551 shares — an estimated $1.38M sold.

Marshall Wace first reported a position in CLBK in Q3 2020 and held it in 10 quarters. The position peaked at $3.28M in Q3 2025. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

Marshall Wace reported no remaining Columbia Financial position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 88,551 Columbia Financial shares in Q1 2026, an estimated $1.38M.
Marshall Wace first reported a position in Columbia Financial in Q3 2020 and held it in 10 quarters.
Marshall Wace's Columbia Financial position peaked at $3.28M in Q3 2025.
125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.