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
2026
Q3 		$3.67M Buy
+331,454
New +$3.66M ﹤0.01% 1753
2022
Q4 		– Sell
-27,471
Closed -$264K – 2458
2022
Q3 		$264K Sell
27,471
-30,068
-52% -$295K ﹤0.01% 2118
2022
Q2 		$571K Sell
57,539
-38,634
-40% -$366K ﹤0.01% 2027
2022
Q1 		$940K Sell
96,173
-48,486
-34% -$471K ﹤0.01% 1983
2021
Q4 		$1.37M Buy
+144,659
New +$1.28M ﹤0.01% 1930

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
Pertento Partners
Pertento Partners London, United Kingdom $2.09B AUM 28.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

Principal Financial Group's CLBK Position: Q3 2026 in Review

Principal Financial Group opened a new position in Columbia Financial (CLBK) in Q3 2026: 331,454 shares worth $3.67M. The stake represents ﹤0.01% of the portfolio and ranks #1753 among its holdings. This is a return to the name: Principal Financial Group previously reported a position in CLBK as recently as Q3 2022.

Principal Financial Group first reported a position in CLBK in Q4 2021 and has held it in 5 quarters since. 157 funds tracked by Wall St. Rank hold CLBK as of Q3 2026.

  • Principal Financial Group held 331,454 shares of Columbia Financial worth $3.67M as of Q3 2026.
  • Columbia Financial was a new Principal Financial Group position in Q3 2026.
  • Columbia Financial made up ﹤0.01% of Principal Financial Group's portfolio in Q3 2026, its #1753 holding.
  • Principal Financial Group first reported a position in Columbia Financial in Q4 2021 and has held it in 5 quarters since.
  • 157 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.