Physician Wealth Advisors
CLBK icon

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
Q3 		$1.94K Buy
175
+98
+127% +$1.08K ﹤0.01% 1595
2026
Q2 		$743 Hold
77
– – ﹤0.01% 1937
2026
Q1 		$613 Hold
77
– – ﹤0.01% 1849
2025
Q4 		$544 Hold
77
– – ﹤0.01% 1837
2025
Q3 		$526 Buy
+77
New +$521 ﹤0.01% 1789

Other funds holding CLBK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Physician Wealth Advisors's CLBK Position: Q3 2026 in Review

Physician Wealth Advisors increased its Columbia Financial (CLBK) stake by 127% in Q3 2026, buying an estimated $1.08K and bringing the position to 175 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Physician Wealth Advisors first reported a position in CLBK in Q3 2025 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold CLBK as of Q3 2026.

  • Physician Wealth Advisors held 175 shares of Columbia Financial worth $1.94K as of Q3 2026.
  • Physician Wealth Advisors bought 98 Columbia Financial shares in Q3 2026, an estimated $1.08K.
  • Columbia Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1595 holding.
  • Physician Wealth Advisors first reported a position in Columbia Financial in Q3 2025 and has held it in 5 quarters since.
  • 132 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.