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OneDigital Investment Advisors’s Columbia Financial CLBK Stock Holding History

OneDigital Investment 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
Q4 		– Sell
-10,142
Closed -$152K – 1520
2025
Q3 		$152K Buy
10,142
+46
+0.5% +$685 ﹤0.01% 1444
2025
Q2 		$146K Sell
10,096
-19
-0.2% -$271 ﹤0.01% 1402
2025
Q1 		$152K Buy
+10,115
New +$157K ﹤0.01% 1345

Other funds holding CLBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

OneDigital Investment Advisors's CLBK Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of Columbia Financial (CLBK) in Q4 2025, closing a stake of 10,142 shares — an estimated $152K sold.

OneDigital Investment Advisors first reported a position in CLBK in Q1 2025 and held it in 3 quarters. The position peaked at $152K in Q3 2025. 127 funds tracked by Wall St. Rank hold CLBK as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining Columbia Financial position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 10,142 Columbia Financial shares in Q4 2025, an estimated $152K.
  • OneDigital Investment Advisors first reported a position in Columbia Financial in Q1 2025 and held it in 3 quarters.
  • OneDigital Investment Advisors's Columbia Financial position peaked at $152K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Columbia Financial as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.