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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
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

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

Root Financial Partners's CLBK Position: Q1 2026 in Review

Root Financial Partners increased its Columbia Financial (CLBK) stake by 108% in Q1 2026, buying an estimated $1.19K and bringing the position to 133 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

Root Financial Partners first reported a position in CLBK in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.89K in Q3 2025. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

  • Root Financial Partners held 133 shares of Columbia Financial worth $2.33K as of Q1 2026.
  • Root Financial Partners bought 69 Columbia Financial shares in Q1 2026, an estimated $1.19K.
  • Columbia Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2252 holding.
  • Root Financial Partners first reported a position in Columbia Financial in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Columbia Financial position peaked at $3.89K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.