Rafferty Asset Management
CLBK icon

Rafferty Asset Management’s Columbia Financial CLBK Stock Holding History

Rafferty 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
Q2 		$515K Buy
53,412
+25,197
+89% +$222K ﹤0.01% 892
2026
Q1 		$225K Sell
28,215
-11,403
-29% -$89.1K ﹤0.01% 1010
2025
Q4 		$280K Sell
39,618
-2,930
-7% -$20.7K ﹤0.01% 1013
2025
Q3 		$290K Sell
42,548
-6,578
-13% -$44.5K ﹤0.01% 1002
2025
Q2 		$324K Buy
49,126
+18,577
+61% +$120K ﹤0.01% 969
2025
Q1 		$208K Sell
30,549
-3,575
-10% -$25.2K ﹤0.01% 1023
2024
Q4 		$245K Sell
34,124
-3,168
-8% -$24.8K ﹤0.01% 1059
2024
Q3 		$289K Sell
37,292
-24,491
-40% -$188K ﹤0.01% 1039
2024
Q2 		$420K Buy
61,783
+20,764
+51% +$146K ﹤0.01% 981
2024
Q1 		$321K Sell
41,019
-6,950
-14% -$55.2K ﹤0.01% 1034
2023
Q4 		$420K Buy
47,969
+852
+2% +$6.64K ﹤0.01% 1006
2023
Q3 		$336K Sell
47,117
-30,580
-39% -$239K ﹤0.01% 1004
2023
Q2 		$611K Buy
77,697
+38,744
+99% +$305K ﹤0.01% 930
2023
Q1 		$324K Buy
+38,953
New +$359K ﹤0.01% 1026

Other funds holding CLBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ursa Fund Management
Ursa Fund Management Danville, California $1.28B AUM 89.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $310M AUM 45.19% 1-Year Est. Return
Weiss Asset Management
Weiss Asset Management Boston, Massachusetts $9.5B AUM 55.06% 1-Year Est. Return

Rafferty Asset Management's CLBK Position: Q2 2026 in Review

Rafferty Asset Management increased its Columbia Financial (CLBK) stake by 89% in Q2 2026, buying an estimated $222K and bringing the position to 53,412 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Rafferty Asset Management first reported a position in CLBK in Q1 2023 and has held it in 14 quarters since. The position peaked at $611K in Q2 2023. 122 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • Rafferty Asset Management held 53,412 shares of Columbia Financial worth $515K as of Q2 2026.
  • Rafferty Asset Management bought 25,197 Columbia Financial shares in Q2 2026, an estimated $222K.
  • Columbia Financial made up ﹤0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #892 holding.
  • Rafferty Asset Management first reported a position in Columbia Financial in Q1 2023 and has held it in 14 quarters since.
  • Rafferty Asset Management's Columbia Financial position peaked at $611K in Q2 2023.
  • 122 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.