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 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%	-$4.83K	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%	-$9.61K	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

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

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

SeaCrest Wealth Management's CLBK Position: Q2 2026 in Review

SeaCrest Wealth Management held its Columbia Financial (CLBK) position steady in Q2 2026 at 53,020 shares worth $511K. The position accounts for 0.06% of the portfolio, ranked #284.

SeaCrest Wealth Management first reported a position in CLBK in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.9M in Q1 2019. 122 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

SeaCrest Wealth Management held 53,020 shares of Columbia Financial worth $511K as of Q2 2026.
SeaCrest Wealth Management left its Columbia Financial share count unchanged in Q2 2026.
Columbia Financial made up 0.06% of SeaCrest Wealth Management's portfolio in Q2 2026, its #284 holding.
SeaCrest Wealth Management first reported a position in Columbia Financial in Q2 2018 and has held it in 33 quarters since.
SeaCrest Wealth Management's Columbia Financial position peaked at $1.9M in Q1 2019.
122 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.