MassMutual Private Wealth & Trust’s Columbia Financial CLBK Stock Holding History

MassMutual Private Wealth & Trust’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
2025 Q2	–	Sell	-172	Closed	-$2.58K	–	2375
2025 Q1	$2.58K	Buy	+172	New	+$2.67K	﹤0.01%	1841
2024 Q2	–	Sell	-214	Closed	-$3.68K	–	2149
2024 Q1	$3.68K	Buy	+214	New	+$3.74K	﹤0.01%	1359
2023 Q2	–	Sell	-35	Closed	-$640	–	1923
2023 Q1	$640	Hold	35	–	–	﹤0.01%	1633
2022 Q4	$1K	Hold	35	–	–	﹤0.01%	1419
2022 Q3	$1K	Hold	35	–	–	﹤0.01%	1386
2022 Q2	$1K	Hold	35	–	–	﹤0.01%	1274
2022 Q1	$1K	Hold	35	–	–	﹤0.01%	1287
2021 Q4	$1K	Hold	35	–	–	﹤0.01%	1189
2021 Q3	$1K	Hold	35	–	–	﹤0.01%	1149
2021 Q2	$1K	Hold	35	–	–	﹤0.01%	1112
2021 Q1	$1K	Buy	+35	New	+$581	﹤0.01%	945

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

MassMutual Private Wealth & Trust's CLBK Position: Q2 2025 in Review

MassMutual Private Wealth & Trust sold out of Columbia Financial (CLBK) in Q2 2025, closing a stake of 172 shares — an estimated $2.58K sold.

MassMutual Private Wealth & Trust first reported a position in CLBK in Q1 2021 and held it in 11 quarters. The position peaked at $3.68K in Q1 2024. 122 funds tracked by Wall St. Rank hold CLBK as of Q2 2025.

MassMutual Private Wealth & Trust reported no remaining Columbia Financial position as of Q2 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 172 Columbia Financial shares in Q2 2025, an estimated $2.58K.
MassMutual Private Wealth & Trust first reported a position in Columbia Financial in Q1 2021 and held it in 11 quarters.
MassMutual Private Wealth & Trust's Columbia Financial position peaked at $3.68K in Q1 2024.
122 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2025, filed 9 Jul 2025.