Raymond James Financial
CLBK icon

Raymond James Financial’s Columbia Financial CLBK Stock Holding History

Raymond James Financial’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 		$230K Hold
13,129
– – ﹤0.01% 4816
2025
Q4 		$204K Hold
13,129
– – ﹤0.01% 4778
2025
Q3 		$197K Hold
13,129
– – ﹤0.01% 4625
2025
Q2 		$191K Hold
13,129
– – ﹤0.01% 4541
2025
Q1 		$197K Hold
13,129
– – ﹤0.01% 4433
2024
Q4 		$208K Buy
+13,129
New +$226K ﹤0.01% 4390

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

Raymond James Financial's CLBK Position: Q1 2026 in Review

Raymond James Financial held its Columbia Financial (CLBK) position steady in Q1 2026 at 13,129 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #4816.

Raymond James Financial first reported a position in CLBK in Q4 2024 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

  • Raymond James Financial held 13,129 shares of Columbia Financial worth $230K as of Q1 2026.
  • Raymond James Financial left its Columbia Financial share count unchanged in Q1 2026.
  • Columbia Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4816 holding.
  • Raymond James Financial first reported a position in Columbia Financial in Q4 2024 and has held it in 6 quarters since.
  • 125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.