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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
Q1 		$1.45K Hold
83
– – ﹤0.01% 2707
2025
Q4 		$1.29K Buy
83
+18
+28% +$279 ﹤0.01% 2576
2025
Q3 		$976 Hold
65
– – ﹤0.01% 2583
2025
Q2 		$943 Buy
+65
New +$926 ﹤0.01% 2505
2025
Q1 		– Sell
-10
Closed -$158 – 3033
2024
Q4 		$158 Buy
+10
New +$172 ﹤0.01% 2833
2024
Q3 		– Sell
-10
Closed -$150 – 2910
2024
Q2 		$150 Buy
+10
New +$155 ﹤0.01% 2571

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

Rothschild Investment LLC's CLBK Position: Q1 2026 in Review

Rothschild Investment LLC held its Columbia Financial (CLBK) position steady in Q1 2026 at 83 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

Rothschild Investment LLC first reported a position in CLBK in Q2 2024 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

  • Rothschild Investment LLC held 83 shares of Columbia Financial worth $1.45K as of Q1 2026.
  • Rothschild Investment LLC left its Columbia Financial share count unchanged in Q1 2026.
  • Columbia Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2707 holding.
  • Rothschild Investment LLC first reported a position in Columbia Financial in Q2 2024 and has held it in 6 quarters since.
  • 125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.