Moors & Cabot’s Columbia Financial CLBK Stock Holding History

Moors & Cabot’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
2024 Q4	–	Sell	-10,000	Closed	-$171K	–	895
2024 Q3	$171K	Hold	10,000	–	–	0.01%	818
2024 Q2	$150K	Hold	10,000	–	–	0.01%	791
2024 Q1	$172K	Hold	10,000	–	–	0.01%	828
2023 Q4	$193K	Sell	10,000 -5,000	-33%	-$85.7K	0.01%	761
2023 Q3	$236K	Hold	15,000	–	–	0.02%	682
2023 Q2	$259K	Hold	15,000	–	–	0.02%	671
2023 Q1	$274K	Buy	15,000 +5,000	+50%	+$101K	0.02%	643
2022 Q4	$216K	Hold	10,000	–	–	0.02%	710
2022 Q3	$211K	Buy	+10,000	New	+$216K	0.02%	686
2020 Q2	–	Sell	-10,000	Closed	-$144K	–	674
2020 Q1	$144K	Buy	+10,000	New	+$160K	0.02%	526

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

Moors & Cabot's CLBK Position: Q4 2024 in Review

Moors & Cabot sold out of Columbia Financial (CLBK) in Q4 2024, closing a stake of 10,000 shares — an estimated $171K sold.

Moors & Cabot first reported a position in CLBK in Q1 2020 and held it in 10 quarters. The position peaked at $274K in Q1 2023. 112 funds tracked by Wall St. Rank hold CLBK as of Q4 2024.

Moors & Cabot reported no remaining Columbia Financial position as of Q4 2024 after selling out during the quarter.
Moors & Cabot sold 10,000 Columbia Financial shares in Q4 2024, an estimated $171K.
Moors & Cabot first reported a position in Columbia Financial in Q1 2020 and held it in 10 quarters.
Moors & Cabot's Columbia Financial position peaked at $274K in Q1 2023.
112 funds tracked by Wall St. Rank held Columbia Financial as of Q4 2024.

Based on Moors & Cabot's 13F filing for Q4 2024, filed 7 Feb 2025.