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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
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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 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

Physician Wealth Advisors's CLBK Position: Q1 2026 in Review

Physician Wealth Advisors held its Columbia Financial (CLBK) position steady in Q1 2026 at 35 shares worth $613. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Physician Wealth Advisors first reported a position in CLBK in Q3 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

  • Physician Wealth Advisors held 35 shares of Columbia Financial worth $613 as of Q1 2026.
  • Physician Wealth Advisors left its Columbia Financial share count unchanged in Q1 2026.
  • Columbia Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1849 holding.
  • Physician Wealth Advisors first reported a position in Columbia Financial in Q3 2025 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.