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Rothschild Investment LLC’s Columbia Financial CLBK Stock Holding History

Rothschild Investment LLC’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 		$2.5K Buy
260
+77
+42% +$680 ﹤0.01% 2659
2026
Q1 		$1.45K Hold
183
– – ﹤0.01% 2707
2025
Q4 		$1.29K Buy
183
+40
+28% +$282 ﹤0.01% 2576
2025
Q3 		$976 Hold
143
– – ﹤0.01% 2583
2025
Q2 		$943 Buy
+143
New +$926 ﹤0.01% 2505
2025
Q1 		– Sell
-22
Closed -$158 – 3033
2024
Q4 		$158 Buy
+22
New +$172 ﹤0.01% 2833
2024
Q3 		– Sell
-22
Closed -$150 – 2910
2024
Q2 		$150 Buy
+22
New +$155 ﹤0.01% 2571

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's CLBK Position: Q2 2026 in Review

Rothschild Investment LLC increased its Columbia Financial (CLBK) stake by 42% in Q2 2026, buying an estimated $680 and bringing the position to 260 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2659.

Rothschild Investment LLC first reported a position in CLBK in Q2 2024 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • Rothschild Investment LLC held 260 shares of Columbia Financial worth $2.5K as of Q2 2026.
  • Rothschild Investment LLC bought 77 Columbia Financial shares in Q2 2026, an estimated $680.
  • Columbia Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2659 holding.
  • Rothschild Investment LLC first reported a position in Columbia Financial in Q2 2024 and has held it in 7 quarters since.
  • 122 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.