Physician Wealth Advisors’s Columbia Financial CLBK Stock Holding History

Physician Wealth 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
2026 Q2	$743	Hold	35	–	–	﹤0.01%	1937
2026 Q1	$613	Hold	35	–	–	﹤0.01%	1849
2025 Q4	$544	Hold	35	–	–	﹤0.01%	1837
2025 Q3	$526	Buy	+35	New	+$521	﹤0.01%	1789

Other funds holding CLBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

OFCM

One Fin Capital Management San Francisco, California $310M AUM 45.19% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

Physician Wealth Advisors's CLBK Position: Q2 2026 in Review

Physician Wealth Advisors held its Columbia Financial (CLBK) position steady in Q2 2026 at 35 shares worth $743. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Physician Wealth Advisors first reported a position in CLBK in Q3 2025 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

Physician Wealth Advisors held 35 shares of Columbia Financial worth $743 as of Q2 2026.
Physician Wealth Advisors left its Columbia Financial share count unchanged in Q2 2026.
Columbia Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1937 holding.
Physician Wealth Advisors first reported a position in Columbia Financial in Q3 2025 and has held it in 4 quarters since.
123 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.