PWM
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Parkworth Wealth Management’s Columbia Financial CLBK Stock Holding History

Parkworth Wealth Management’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
Q2 		$319 Buy
22
+19
+633% +$271 ﹤0.01% 770
2025
Q1 		$45 Hold
3
– – ﹤0.01% 1120
2024
Q4 		$47 Buy
+3
New +$52 ﹤0.01% 1162

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
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
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
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

Parkworth Wealth Management's CLBK Position: Q2 2025 in Review

Parkworth Wealth Management increased its Columbia Financial (CLBK) stake by 633% in Q2 2025, buying an estimated $271 and bringing the position to 22 shares worth $319. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Parkworth Wealth Management first reported a position in CLBK in Q4 2024 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold CLBK as of Q2 2025.

  • Parkworth Wealth Management held 22 shares of Columbia Financial worth $319 as of Q2 2025.
  • Parkworth Wealth Management bought 19 Columbia Financial shares in Q2 2025, an estimated $271.
  • Columbia Financial made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #770 holding.
  • Parkworth Wealth Management first reported a position in Columbia Financial in Q4 2024 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.