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Rialto Wealth Management’s Columbia Financial CLBK Stock Holding History

Rialto Wealth 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 		– Sell
-38
Closed -$666 – 1953
2026
Q1 		$666 Hold
38
– – ﹤0.01% 1259
2025
Q4 		$591 Buy
38
+30
+375% +$465 ﹤0.01% 1191
2025
Q3 		$121 Buy
8
+4
+100% +$60 ﹤0.01% 1585
2025
Q2 		$59 Buy
+4
New +$57 ﹤0.01% 1610

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

Rialto Wealth Management's CLBK Position: Q2 2026 in Review

Rialto Wealth Management sold out of Columbia Financial (CLBK) in Q2 2026, closing a stake of 38 shares — an estimated $666 sold.

Rialto Wealth Management first reported a position in CLBK in Q2 2025 and held it in 4 quarters. The position peaked at $666 in Q1 2026. 123 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • Rialto Wealth Management reported no remaining Columbia Financial position as of Q2 2026 after selling out during the quarter.
  • Rialto Wealth Management sold 38 Columbia Financial shares in Q2 2026, an estimated $666.
  • Rialto Wealth Management first reported a position in Columbia Financial in Q2 2025 and held it in 4 quarters.
  • Rialto Wealth Management's Columbia Financial position peaked at $666 in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.