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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
Q2 		$318K Sell
15,000
-900
-6% -$17.5K 0.25% 80
2026
Q1 		$278K Sell
15,900
-100
-0.6% -$1.72K 0.25% 75
2025
Q4 		$249K Hold
16,000
– – 0.22% 78
2025
Q3 		$240K Hold
16,000
– – 0.22% 78
2025
Q2 		$232K Hold
16,000
– – 0.23% 80
2025
Q1 		$254K Sell
16,000
-5,000
-24% -$77.5K 0.25% 76
2024
Q4 		$383K Buy
+21,000
New +$362K 0.37% 60

Other funds holding CLBK

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Roxbury Financial's CLBK Position: Q2 2026 in Review

Roxbury Financial reduced its Columbia Financial (CLBK) stake by 5.7% in Q2 2026, selling an estimated $17.5K and leaving 15,000 shares worth $318K. The position accounts for 0.25% of the portfolio, ranked #80.

Roxbury Financial first reported a position in CLBK in Q4 2024 and has held it in 7 quarters since. The position peaked at $383K in Q4 2024. 12 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • Roxbury Financial held 15,000 shares of Columbia Financial worth $318K as of Q2 2026.
  • Roxbury Financial sold 900 Columbia Financial shares in Q2 2026, an estimated $17.5K.
  • Columbia Financial made up 0.25% of Roxbury Financial's portfolio in Q2 2026, its #80 holding.
  • Roxbury Financial first reported a position in Columbia Financial in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Columbia Financial position peaked at $383K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.