Roxbury Financial
CLBK icon

Roxbury Financial’s Columbia Financial CLBK Stock Holding History

Roxbury Financial’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
Q3 		– Sell
-33,000
Closed -$318K – 432
2026
Q2 		$318K Sell
33,000
-1,980
-6% -$17.5K 0.25% 80
2026
Q1 		$278K Sell
34,980
-220
-0.6% -$1.72K 0.25% 75
2025
Q4 		$249K Hold
35,200
– – 0.22% 78
2025
Q3 		$240K Hold
35,200
– – 0.22% 78
2025
Q2 		$232K Hold
35,200
– – 0.23% 80
2025
Q1 		$254K Sell
35,200
-11,000
-24% -$77.5K 0.25% 76
2024
Q4 		$383K Buy
+46,200
New +$362K 0.37% 60

Other funds holding CLBK

Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Crown Wealth Group
Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return
Kennedy Investment Group
Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return
Herold Advisors
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return
Longboard Asset Management
Longboard Asset Management Phoenix, Arizona $3.72M AUM 12.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Roxbury Financial's CLBK Position: Q3 2026 in Review

Roxbury Financial sold out of Columbia Financial (CLBK) in Q3 2026, closing a stake of 33,000 shares — an estimated $318K sold.

Roxbury Financial first reported a position in CLBK in Q4 2024 and held it in 7 quarters. The position peaked at $383K in Q4 2024. 29 funds tracked by Wall St. Rank hold CLBK as of Q3 2026.

  • Roxbury Financial reported no remaining Columbia Financial position as of Q3 2026 after selling out during the quarter.
  • Roxbury Financial sold 33,000 Columbia Financial shares in Q3 2026, an estimated $318K.
  • Roxbury Financial first reported a position in Columbia Financial in Q4 2024 and held it in 7 quarters.
  • Roxbury Financial's Columbia Financial position peaked at $383K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.