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
Q1 		$225K Sell
12,825
-5,183
-29% -$89.1K ﹤0.01% 1010
2025
Q4 		$280K Sell
18,008
-1,332
-7% -$20.7K ﹤0.01% 1013
2025
Q3 		$290K Sell
19,340
-2,990
-13% -$44.5K ﹤0.01% 1002
2025
Q2 		$324K Buy
22,330
+8,444
+61% +$120K ﹤0.01% 969
2025
Q1 		$208K Sell
13,886
-1,625
-10% -$25.2K ﹤0.01% 1023
2024
Q4 		$245K Sell
15,511
-1,440
-8% -$24.8K ﹤0.01% 1059
2024
Q3 		$289K Sell
16,951
-11,132
-40% -$188K ﹤0.01% 1039
2024
Q2 		$420K Buy
28,083
+9,438
+51% +$146K ﹤0.01% 981
2024
Q1 		$321K Sell
18,645
-3,159
-14% -$55.2K ﹤0.01% 1034
2023
Q4 		$420K Buy
21,804
+387
+2% +$6.63K ﹤0.01% 1006
2023
Q3 		$336K Sell
21,417
-13,900
-39% -$239K ﹤0.01% 1004
2023
Q2 		$611K Buy
35,317
+17,611
+99% +$305K ﹤0.01% 930
2023
Q1 		$324K Buy
+17,706
New +$359K ﹤0.01% 1026

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

Rafferty Asset Management's CLBK Position: Q1 2026 in Review

Rafferty Asset Management reduced its Columbia Financial (CLBK) stake by 29% in Q1 2026, selling an estimated $89.1K and leaving 12,825 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Rafferty Asset Management first reported a position in CLBK in Q1 2023 and has held it in 13 quarters since. The position peaked at $611K in Q2 2023. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

  • Rafferty Asset Management held 12,825 shares of Columbia Financial worth $225K as of Q1 2026.
  • Rafferty Asset Management sold 5,183 Columbia Financial shares in Q1 2026, an estimated $89.1K.
  • Columbia Financial made up ﹤0.01% of Rafferty Asset Management's portfolio in Q1 2026, its #1010 holding.
  • Rafferty Asset Management first reported a position in Columbia Financial in Q1 2023 and has held it in 13 quarters since.
  • Rafferty Asset Management's Columbia Financial position peaked at $611K in Q2 2023.
  • 125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.