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MB, Levis & Associates’s Columbia Financial CLBK Stock Holding History

MB, Levis & Associates’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
Q3 		$11.1K Buy
+1,000
New +$11K ﹤0.01% 161

Other funds holding CLBK

HA
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
LAM
Longboard Asset Management Phoenix, Arizona $3.72M AUM 12.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

MB, Levis & Associates's CLBK Position: Q3 2026 in Review

MB, Levis & Associates opened a new position in Columbia Financial (CLBK) in Q3 2026: 1,000 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #161 among its holdings.

14 funds tracked by Wall St. Rank hold CLBK as of Q3 2026.

  • MB, Levis & Associates held 1,000 shares of Columbia Financial worth $11.1K as of Q3 2026.
  • Columbia Financial was a new MB, Levis & Associates position in Q3 2026.
  • Columbia Financial made up ﹤0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #161 holding.
  • 14 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.