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
Q2 		$279K Hold
13,129
– – ﹤0.01% 4860
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 $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
UFM
Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

Raymond James Financial's CLBK Position: Q2 2026 in Review

Raymond James Financial held its Columbia Financial (CLBK) position steady in Q2 2026 at 13,129 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #4860.

Raymond James Financial first reported a position in CLBK in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • Raymond James Financial held 13,129 shares of Columbia Financial worth $279K as of Q2 2026.
  • Raymond James Financial left its Columbia Financial share count unchanged in Q2 2026.
  • Columbia Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4860 holding.
  • Raymond James Financial first reported a position in Columbia Financial in Q4 2024 and has held it in 7 quarters since.
  • 123 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.