SEI Investments’s Columbia Financial CLBK Stock Holding History

SEI Investments’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 Q1	$187K	Sell	10,670 -49	-0.5%	-$842	﹤0.01%	2990
2025 Q4	$167K	Buy	+10,719	New	+$166K	﹤0.01%	2943
2020 Q2	–	Sell	-16,377	Closed	-$205K	–	2389
2020 Q1	$205K	Buy	16,377 +3,529	+27%	+$56.5K	﹤0.01%	2114
2019 Q4	$194K	Buy	+12,848	New	+$212K	﹤0.01%	2284
2018 Q3	–	Sell	-20,000	Closed	-$331K	–	2632
2018 Q2	$331K	Buy	+20,000	New	+$333K	﹤0.01%	1905

Other funds holding CLBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SEI Investments's CLBK Position: Q1 2026 in Review

SEI Investments reduced its Columbia Financial (CLBK) stake by 0.46% in Q1 2026, selling an estimated $842 and leaving 10,670 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #2990.

SEI Investments first reported a position in CLBK in Q2 2018 and has held it in 5 quarters since. The position peaked at $331K in Q2 2018. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

SEI Investments held 10,670 shares of Columbia Financial worth $187K as of Q1 2026.
SEI Investments sold 49 Columbia Financial shares in Q1 2026, an estimated $842.
Columbia Financial made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #2990 holding.
SEI Investments first reported a position in Columbia Financial in Q2 2018 and has held it in 5 quarters since.
SEI Investments's Columbia Financial position peaked at $331K in Q2 2018.
125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.