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Private Wealth Asset Management’s Columbia Financial CLBK Stock Holding History

Private Wealth Asset Management’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 		– Sell
-9
Closed -$140 – 966
2025
Q4 		$140 Hold
9
– – ﹤0.01% 1049
2025
Q3 		$135 Hold
9
– – ﹤0.01% 1046
2025
Q2 		$131 Hold
9
– – ﹤0.01% 1049
2025
Q1 		$135 Buy
+9
New +$139 ﹤0.01% 1140

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

Private Wealth Asset Management's CLBK Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Columbia Financial (CLBK) in Q1 2026, closing a stake of 9 shares — an estimated $140 sold.

Private Wealth Asset Management first reported a position in CLBK in Q1 2025 and held it in 4 quarters. The position peaked at $140 in Q4 2025. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Columbia Financial position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 9 Columbia Financial shares in Q1 2026, an estimated $140.
  • Private Wealth Asset Management first reported a position in Columbia Financial in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Columbia Financial position peaked at $140 in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.