SeaCrest Wealth Management’s Columbia Financial CLBK Stock Holding History

SeaCrest Wealth Management’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	$1.61M	Buy	145,320 +92,300	+174%	+$1.02M	0.18%	102
2026 Q2	$511K	Hold	53,020	–	–	0.06%	284
2026 Q1	$422K	Hold	53,020	–	–	0.05%	372
2025 Q4	$367K	Hold	53,020	–	–	0.04%	405
2025 Q3	$359K	Hold	53,020	–	–	0.04%	414
2025 Q2	$350K	Buy	53,020 +7,535	+17%	+$48.8K	0.04%	416
2025 Q1	$310K	Hold	45,485	–	–	0.04%	468
2024 Q4	$327K	Hold	45,485	–	–	0.03%	463
2024 Q3	$353K	Sell	45,485 -631	-1%	-$4.84K	0.04%	440
2024 Q2	$314K	Hold	46,116	–	–	0.04%	441
2024 Q1	$361K	Hold	46,116	–	–	0.04%	397
2023 Q4	$398K	Hold	46,116	–	–	0.05%	365
2023 Q3	$329K	Hold	46,116	–	–	0.04%	430
2023 Q2	$362K	Sell	46,116 -220	-0.5%	-$1.73K	0.05%	416
2023 Q1	$385K	Hold	46,336	–	–	0.05%	400
2022 Q4	$455K	Hold	46,336	–	–	0.07%	347
2022 Q3	$445K	Sell	46,336 -3,080	-6%	-$30.2K	0.07%	327
2022 Q2	$490K	Hold	49,416	–	–	0.06%	322
2022 Q1	$483K	Hold	49,416	–	–	0.06%	363
2021 Q4	$469K	Sell	49,416 -2,200	-4%	-$19.4K	0.05%	375
2021 Q3	$434K	Buy	51,616 +880	+2%	+$7.16K	0.05%	381
2021 Q2	$397K	Hold	50,736	–	–	0.05%	409
2021 Q1	$403K	Sell	50,736 -880	-2%	-$6.64K	0.05%	372
2020 Q4	$365K	Sell	51,616 -6,600	-11%	-$41.5K	0.05%	371
2020 Q3	$294K	Hold	58,216	–	–	0.05%	398
2020 Q2	$369K	Hold	58,216	–	–	0.06%	326
2020 Q1	$381K	Sell	58,216 -16,500	-22%	-$120K	0.08%	270
2019 Q4	$575K	Sell	74,716 -1,281	-2%	-$9.6K	0.1%	241
2019 Q3	$545K	Hold	75,997	–	–	0.1%	241
2019 Q2	$522K	Sell	75,997 -190,383	-71%	-$1.33M	0.11%	229
2019 Q1	$1.9M	Buy	266,380 +121,000	+83%	+$855K	0.33%	60
2018 Q4	$1.01M	Hold	145,380	–	–	0.21%	99
2018 Q3	$1.1M	Hold	145,380	–	–	0.19%	104
2018 Q2	$1.09M	Buy	+145,380	New	+$1.1M	0.2%	102

Other funds holding CLBK

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

SeaCrest Wealth Management's CLBK Position: Q3 2026 in Review

SeaCrest Wealth Management increased its Columbia Financial (CLBK) stake by 174% in Q3 2026, buying an estimated $1.02M and bringing the position to 145,320 shares worth $1.61M. The position accounts for 0.18% of the portfolio, ranked #102.

SeaCrest Wealth Management first reported a position in CLBK in Q2 2018 and has held it in 34 quarters since. The position peaked at $1.9M in Q1 2019. 41 funds tracked by Wall St. Rank hold CLBK as of Q3 2026.

SeaCrest Wealth Management held 145,320 shares of Columbia Financial worth $1.61M as of Q3 2026.
SeaCrest Wealth Management bought 92,300 Columbia Financial shares in Q3 2026, an estimated $1.02M.
Columbia Financial made up 0.18% of SeaCrest Wealth Management's portfolio in Q3 2026, its #102 holding.
SeaCrest Wealth Management first reported a position in Columbia Financial in Q2 2018 and has held it in 34 quarters since.
SeaCrest Wealth Management's Columbia Financial position peaked at $1.9M in Q1 2019.
41 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.