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	24,100	–	–	0.06%	284
2026 Q1	$422K	Hold	24,100	–	–	0.05%	372
2025 Q4	$367K	Hold	24,100	–	–	0.04%	405
2025 Q3	$359K	Hold	24,100	–	–	0.04%	414
2025 Q2	$350K	Buy	24,100 +3,425	+17%	+$48.8K	0.04%	416
2025 Q1	$310K	Hold	20,675	–	–	0.04%	468
2024 Q4	$327K	Hold	20,675	–	–	0.03%	463
2024 Q3	$353K	Sell	20,675 -287	-1%	-$4.84K	0.04%	440
2024 Q2	$314K	Hold	20,962	–	–	0.04%	441
2024 Q1	$361K	Hold	20,962	–	–	0.04%	397
2023 Q4	$398K	Hold	20,962	–	–	0.05%	365
2023 Q3	$329K	Hold	20,962	–	–	0.04%	430
2023 Q2	$362K	Sell	20,962 -100	-0.5%	-$1.73K	0.05%	416
2023 Q1	$385K	Hold	21,062	–	–	0.05%	400
2022 Q4	$455K	Hold	21,062	–	–	0.07%	347
2022 Q3	$445K	Sell	21,062 -1,400	-6%	-$30.2K	0.07%	327
2022 Q2	$490K	Hold	22,462	–	–	0.06%	322
2022 Q1	$483K	Hold	22,462	–	–	0.06%	363
2021 Q4	$469K	Sell	22,462 -1,000	-4%	-$19.4K	0.05%	375
2021 Q3	$434K	Buy	23,462 +400	+2%	+$7.16K	0.05%	381
2021 Q2	$397K	Hold	23,062	–	–	0.05%	409
2021 Q1	$403K	Sell	23,062 -400	-2%	-$6.64K	0.05%	372
2020 Q4	$365K	Sell	23,462 -3,000	-11%	-$41.5K	0.05%	371
2020 Q3	$294K	Hold	26,462	–	–	0.05%	398
2020 Q2	$369K	Hold	26,462	–	–	0.06%	326
2020 Q1	$381K	Sell	26,462 -7,500	-22%	-$120K	0.08%	270
2019 Q4	$575K	Sell	33,962 -582	-2%	-$9.61K	0.1%	241
2019 Q3	$545K	Hold	34,544	–	–	0.1%	241
2019 Q2	$522K	Sell	34,544 -86,538	-71%	-$1.33M	0.11%	229
2019 Q1	$1.9M	Buy	121,082 +55,000	+83%	+$855K	0.33%	60
2018 Q4	$1.01M	Hold	66,082	–	–	0.21%	99
2018 Q3	$1.1M	Hold	66,082	–	–	0.19%	104
2018 Q2	$1.09M	Buy	+66,082	New	+$1.1M	0.2%	102

Other funds holding CLBK

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 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 24,100 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. 26 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

SeaCrest Wealth Management held 24,100 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.
26 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.