Raymond James Financial Services Advisors’s Columbia Financial CLBK Stock Holding History

Raymond James Financial Services Advisors’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
2024 Q3	$224K	Hold	13,129	–	–	﹤0.01%	3123
2024 Q2	$197K	Sell	13,129 -200	-2%	-$3.1K	﹤0.01%	3126
2024 Q1	$229K	Buy	13,329 +750	+6%	+$13.1K	﹤0.01%	3016
2023 Q4	$243K	Hold	12,579	–	–	﹤0.01%	2876
2023 Q3	$198K	Hold	12,579	–	–	﹤0.01%	2941
2023 Q2	$217K	Hold	12,579	–	–	﹤0.01%	2878
2023 Q1	$230K	Hold	12,579	–	–	﹤0.01%	2813
2022 Q4	$272K	Sell	12,579 -1,500	-11%	-$32.2K	﹤0.01%	2657
2022 Q3	$297K	Buy	14,079 +1,000	+8%	+$21.6K	﹤0.01%	2577
2022 Q2	$285K	Hold	13,079	–	–	﹤0.01%	2628
2022 Q1	$281K	Hold	13,079	–	–	﹤0.01%	2749
2021 Q4	$273K	Hold	13,079	–	–	﹤0.01%	2779
2021 Q3	$242K	Hold	13,079	–	–	﹤0.01%	2841
2021 Q2	$225K	Hold	13,079	–	–	﹤0.01%	2931
2021 Q1	$229K	Hold	13,079	–	–	﹤0.01%	2822
2020 Q4	$204K	Sell	13,079 -244	-2%	-$3.38K	﹤0.01%	2703
2020 Q3	$148K	Sell	13,323 -945	-7%	-$11.2K	﹤0.01%	2614
2020 Q2	$199K	Buy	14,268 +1,189	+9%	+$16.6K	﹤0.01%	2500
2020 Q1	$188K	Hold	13,079	–	–	﹤0.01%	2087
2019 Q4	$222K	Hold	13,079	–	–	﹤0.01%	2512
2019 Q3	$207K	Sell	13,079 -246	-2%	-$3.79K	﹤0.01%	2480
2019 Q2	$201K	Sell	13,325 -3,132	-19%	-$48.1K	﹤0.01%	2540
2019 Q1	$258K	Buy	16,457 +3,378	+26%	+$52.5K	﹤0.01%	2347
2018 Q4	$200K	Hold	13,079	–	–	﹤0.01%	2264
2018 Q3	$218K	Hold	13,079	–	–	﹤0.01%	2475
2018 Q2	$216K	Buy	+13,079	New	+$217K	﹤0.01%	2430

Other funds holding CLBK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors's CLBK Position: Q3 2024 in Review

Raymond James Financial Services Advisors held its Columbia Financial (CLBK) position steady in Q3 2024 at 13,129 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #3123.

Raymond James Financial Services Advisors first reported a position in CLBK in Q2 2018 and has held it in 26 quarters since. The position peaked at $297K in Q3 2022. 103 funds tracked by Wall St. Rank hold CLBK as of Q3 2024.

Raymond James Financial Services Advisors held 13,129 shares of Columbia Financial worth $224K as of Q3 2024.
Raymond James Financial Services Advisors left its Columbia Financial share count unchanged in Q3 2024.
Columbia Financial made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3123 holding.
Raymond James Financial Services Advisors first reported a position in Columbia Financial in Q2 2018 and has held it in 26 quarters since.
Raymond James Financial Services Advisors's Columbia Financial position peaked at $297K in Q3 2022.
103 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.