Principal Financial Group
CLBK icon

Principal Financial Group’s Columbia Financial CLBK Stock Holding History

Principal Financial Group’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
2022
Q4 		– Sell
-12,487
Closed -$264K – 2458
2022
Q3 		$264K Sell
12,487
-13,667
-52% -$295K ﹤0.01% 2118
2022
Q2 		$571K Sell
26,154
-17,561
-40% -$366K ﹤0.01% 2027
2022
Q1 		$940K Sell
43,715
-22,039
-34% -$471K ﹤0.01% 1983
2021
Q4 		$1.37M Buy
+65,754
New +$1.28M ﹤0.01% 1930

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group's CLBK Position: Q4 2022 in Review

Principal Financial Group sold out of Columbia Financial (CLBK) in Q4 2022, closing a stake of 12,487 shares — an estimated $264K sold.

Principal Financial Group first reported a position in CLBK in Q4 2021 and held it in 4 quarters. The position peaked at $1.37M in Q4 2021. 103 funds tracked by Wall St. Rank hold CLBK as of Q4 2022.

  • Principal Financial Group reported no remaining Columbia Financial position as of Q4 2022 after selling out during the quarter.
  • Principal Financial Group sold 12,487 Columbia Financial shares in Q4 2022, an estimated $264K.
  • Principal Financial Group first reported a position in Columbia Financial in Q4 2021 and held it in 4 quarters.
  • Principal Financial Group's Columbia Financial position peaked at $1.37M in Q4 2021.
  • 103 funds tracked by Wall St. Rank held Columbia Financial as of Q4 2022.

Based on Principal Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.