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

Private Wealth Management 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
2025
Q2 		– Sell
-98
Closed -$1.47K – 1517
2025
Q1 		$1.47K Buy
+98
New +$1.52K ﹤0.01% 1163
2024
Q2 		– Sell
-102
Closed -$1.76K – 1522
2024
Q1 		$1.76K Buy
+102
New +$1.78K ﹤0.01% 1031

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Private Wealth Management Group's CLBK Position: Q2 2025 in Review

Private Wealth Management Group sold out of Columbia Financial (CLBK) in Q2 2025, closing a stake of 98 shares — an estimated $1.47K sold.

Private Wealth Management Group first reported a position in CLBK in Q1 2024 and held it in 2 quarters. The position peaked at $1.76K in Q1 2024. 122 funds tracked by Wall St. Rank hold CLBK as of Q2 2025.

  • Private Wealth Management Group reported no remaining Columbia Financial position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 98 Columbia Financial shares in Q2 2025, an estimated $1.47K.
  • Private Wealth Management Group first reported a position in Columbia Financial in Q1 2024 and held it in 2 quarters.
  • Private Wealth Management Group's Columbia Financial position peaked at $1.76K in Q1 2024.
  • 122 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.