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NewEdge Advisors’s Columbia Financial CLBK Stock Holding History

NewEdge Advisors’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
Q1 		– Sell
-9
Closed -$142 – 3993
2024
Q4 		$142 Hold
9
– – ﹤0.01% 3762
2024
Q3 		$154 Hold
9
– – ﹤0.01% 3696
2024
Q2 		$135 Buy
+9
New +$140 ﹤0.01% 3672

Other funds holding CLBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NewEdge Advisors's CLBK Position: Q1 2025 in Review

NewEdge Advisors sold out of Columbia Financial (CLBK) in Q1 2025, closing a stake of 9 shares — an estimated $142 sold.

NewEdge Advisors first reported a position in CLBK in Q2 2024 and held it in 3 quarters. The position peaked at $154 in Q3 2024. 121 funds tracked by Wall St. Rank hold CLBK as of Q1 2025.

  • NewEdge Advisors reported no remaining Columbia Financial position as of Q1 2025 after selling out during the quarter.
  • NewEdge Advisors sold 9 Columbia Financial shares in Q1 2025, an estimated $142.
  • NewEdge Advisors first reported a position in Columbia Financial in Q2 2024 and held it in 3 quarters.
  • NewEdge Advisors's Columbia Financial position peaked at $154 in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.