Oppenheimer & Close’s Columbia Financial CLBK Stock Holding History

Oppenheimer & Close’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	$1.41M	Buy	+127,636	New	+$1.41M	0.87%	33

Other funds holding CLBK

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return

Oppenheimer & Close's CLBK Position: Q3 2026 in Review

Oppenheimer & Close opened a new position in Columbia Financial (CLBK) in Q3 2026: 127,636 shares worth $1.41M. The stake represents 0.87% of the portfolio and ranks #33 among its holdings.

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

Oppenheimer & Close held 127,636 shares of Columbia Financial worth $1.41M as of Q3 2026.
Columbia Financial was a new Oppenheimer & Close position in Q3 2026.
Columbia Financial made up 0.87% of Oppenheimer & Close's portfolio in Q3 2026, its #33 holding.
105 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2026.

Based on Oppenheimer & Close's 13F filing for Q3 2026, filed 9 Nov 2026.