Roundview Capital’s Columbia Financial CLBK Stock Holding History

Roundview Capital’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	-31,647	Closed	-$252K	–	355
2026 Q1	$252K	Hold	31,647	–	–	0.02%	316
2025 Q4	$224K	Hold	31,647	–	–	0.01%	320
2025 Q3	$216K	Hold	31,647	–	–	0.01%	319
2025 Q2	$209K	Sell	31,647 -7,264	-19%	-$47K	0.01%	311
2025 Q1	$265K	Hold	38,911	–	–	0.02%	287
2024 Q4	$280K	Hold	38,911	–	–	0.02%	302
2024 Q3	$302K	Hold	38,911	–	–	0.02%	302
2024 Q2	$265K	Hold	38,911	–	–	0.02%	294
2024 Q1	$304K	Sell	38,911 -7,700	-17%	-$61.2K	0.02%	286
2023 Q4	$408K	Hold	46,611	–	–	0.04%	261
2023 Q3	$333K	Hold	46,611	–	–	0.03%	266
2023 Q2	$366K	Hold	46,611	–	–	0.04%	260
2023 Q1	$387K	Hold	46,611	–	–	0.04%	256
2022 Q4	$458K	Sell	46,611 -11,181	-19%	-$109K	0.05%	233
2022 Q3	$555K	Hold	57,792	–	–	0.07%	212
2022 Q2	$573K	Hold	57,792	–	–	0.07%	211
2022 Q1	$565K	Hold	57,792	–	–	0.06%	221
2021 Q4	$548K	Hold	57,792	–	–	0.05%	229
2021 Q3	$486K	Hold	57,792	–	–	0.05%	232
2021 Q2	$452K	Hold	57,792	–	–	0.05%	232
2021 Q1	$459K	Hold	57,792	–	–	0.06%	226
2020 Q4	$409K	Hold	57,792	–	–	0.06%	209
2020 Q3	$292K	Hold	57,792	–	–	0.05%	213
2020 Q2	$367K	Hold	57,792	–	–	0.06%	197
2020 Q1	$378K	Sell	57,792 -38,944	-40%	-$283K	0.08%	184
2019 Q4	$745K	Hold	96,736	–	–	0.14%	158
2019 Q3	$694K	Hold	96,736	–	–	0.15%	158
2019 Q2	$664K	Sell	96,736 -11,484	-11%	-$80.2K	0.15%	155
2019 Q1	$771K	Sell	108,220 -8,800	-8%	-$62.2K	0.18%	136
2018 Q4	$813K	Buy	+117,020	New	+$832K	0.23%	117

Other funds holding CLBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ursa Fund Management Danville, California $1.28B AUM 89.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Weiss Asset Management Boston, Massachusetts $9.5B AUM 55.06% 1-Year Est. Return

Roundview Capital's CLBK Position: Q2 2026 in Review

Roundview Capital sold out of Columbia Financial (CLBK) in Q2 2026, closing a stake of 31,647 shares — an estimated $252K sold.

Roundview Capital first reported a position in CLBK in Q4 2018 and held it in 30 quarters. The position peaked at $813K in Q4 2018. 122 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

Roundview Capital reported no remaining Columbia Financial position as of Q2 2026 after selling out during the quarter.
Roundview Capital sold 31,647 Columbia Financial shares in Q2 2026, an estimated $252K.
Roundview Capital first reported a position in Columbia Financial in Q4 2018 and held it in 30 quarters.
Roundview Capital's Columbia Financial position peaked at $813K in Q4 2018.
122 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.