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Root Financial Partners’s Columbia Financial CLBK Stock Holding History

Root Financial Partners’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
-133
Closed -$2.33K – 943
2026
Q1 		$2.33K Buy
133
+69
+108% +$1.19K ﹤0.01% 2252
2025
Q4 		$995 Sell
64
-195
-75% -$3.02K ﹤0.01% 2104
2025
Q3 		$3.89K Buy
+259
New +$3.86K ﹤0.01% 1805

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WAM
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Root Financial Partners's CLBK Position: Q2 2026 in Review

Root Financial Partners sold out of Columbia Financial (CLBK) in Q2 2026, closing a stake of 133 shares — an estimated $2.33K sold.

Root Financial Partners first reported a position in CLBK in Q3 2025 and held it in 3 quarters. The position peaked at $3.89K in Q3 2025. 123 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • Root Financial Partners reported no remaining Columbia Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 133 Columbia Financial shares in Q2 2026, an estimated $2.33K.
  • Root Financial Partners first reported a position in Columbia Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Columbia Financial position peaked at $3.89K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.