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 Q1	$252K	Hold	14,385	–	–	0.02%	316
2025 Q4	$224K	Hold	14,385	–	–	0.01%	320
2025 Q3	$216K	Hold	14,385	–	–	0.01%	319
2025 Q2	$209K	Sell	14,385 -3,302	-19%	-$47K	0.01%	311
2025 Q1	$265K	Hold	17,687	–	–	0.02%	287
2024 Q4	$280K	Hold	17,687	–	–	0.02%	302
2024 Q3	$302K	Hold	17,687	–	–	0.02%	302
2024 Q2	$265K	Hold	17,687	–	–	0.02%	294
2024 Q1	$304K	Sell	17,687 -3,500	-17%	-$61.2K	0.02%	286
2023 Q4	$408K	Hold	21,187	–	–	0.04%	261
2023 Q3	$333K	Hold	21,187	–	–	0.03%	266
2023 Q2	$366K	Hold	21,187	–	–	0.04%	260
2023 Q1	$387K	Hold	21,187	–	–	0.04%	256
2022 Q4	$458K	Sell	21,187 -5,082	-19%	-$109K	0.05%	233
2022 Q3	$555K	Hold	26,269	–	–	0.07%	212
2022 Q2	$573K	Hold	26,269	–	–	0.07%	211
2022 Q1	$565K	Hold	26,269	–	–	0.06%	221
2021 Q4	$548K	Hold	26,269	–	–	0.05%	229
2021 Q3	$486K	Hold	26,269	–	–	0.05%	232
2021 Q2	$452K	Hold	26,269	–	–	0.05%	232
2021 Q1	$459K	Hold	26,269	–	–	0.06%	226
2020 Q4	$409K	Hold	26,269	–	–	0.06%	209
2020 Q3	$292K	Hold	26,269	–	–	0.05%	213
2020 Q2	$367K	Hold	26,269	–	–	0.06%	197
2020 Q1	$378K	Sell	26,269 -17,702	-40%	-$283K	0.08%	184
2019 Q4	$745K	Hold	43,971	–	–	0.14%	158
2019 Q3	$694K	Hold	43,971	–	–	0.15%	158
2019 Q2	$664K	Sell	43,971 -5,220	-11%	-$80.2K	0.15%	155
2019 Q1	$771K	Sell	49,191 -4,000	-8%	-$62.2K	0.18%	136
2018 Q4	$813K	Buy	+53,191	New	+$832K	0.23%	117

Other funds holding CLBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Roundview Capital's CLBK Position: Q1 2026 in Review

Roundview Capital held its Columbia Financial (CLBK) position steady in Q1 2026 at 14,385 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #316.

Roundview Capital first reported a position in CLBK in Q4 2018 and has held it in 30 quarters since. The position peaked at $813K in Q4 2018. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

Roundview Capital held 14,385 shares of Columbia Financial worth $252K as of Q1 2026.
Roundview Capital left its Columbia Financial share count unchanged in Q1 2026.
Columbia Financial made up 0.02% of Roundview Capital's portfolio in Q1 2026, its #316 holding.
Roundview Capital first reported a position in Columbia Financial in Q4 2018 and has held it in 30 quarters since.
Roundview Capital's Columbia Financial position peaked at $813K in Q4 2018.
125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.