Sequoia Financial Advisors’s Columbia Financial CLBK Stock Holding History

Sequoia Financial Advisors’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	$548K	Buy	56,769 +20,766	+58%	+$183K	﹤0.01%	1286
2026 Q1	$287K	Sell	36,003 -266	-0.7%	-$2.08K	﹤0.01%	1600
2025 Q4	$256K	Buy	36,269 +600	+2%	+$4.23K	﹤0.01%	1653
2025 Q3	$243K	Buy	35,669 +315	+0.9%	+$2.13K	﹤0.01%	1513
2025 Q2	$233K	Buy	35,354 +90	+0.3%	+$583	﹤0.01%	1404
2025 Q1	$240K	Sell	35,264 -237	-0.7%	-$1.67K	﹤0.01%	1176
2024 Q4	$255K	Buy	35,501 +253	+0.7%	+$1.98K	﹤0.01%	1096
2024 Q3	$273K	Sell	35,248 -88	-0.2%	-$674	﹤0.01%	1015
2024 Q2	$240K	Buy	35,336 +195	+0.6%	+$1.37K	﹤0.01%	995
2024 Q1	$275K	Hold	35,141	–	–	﹤0.01%	897
2023 Q4	$308K	Hold	35,141	–	–	﹤0.01%	917
2023 Q3	$251K	Hold	35,141	–	–	﹤0.01%	764
2023 Q2	$276K	Hold	35,141	–	–	﹤0.01%	732
2023 Q1	$292K	Sell	35,141 -94	-0.3%	-$866	0.01%	635
2022 Q4	$346K	Buy	+35,235	New	+$344K	0.01%	538

Other funds holding CLBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ursa Fund Management Danville, California $1.28B AUM 89.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 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

Weiss Asset Management Boston, Massachusetts $9.5B AUM 55.06% 1-Year Est. Return

Sequoia Financial Advisors's CLBK Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Columbia Financial (CLBK) stake by 58% in Q2 2026, buying an estimated $183K and bringing the position to 56,769 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Sequoia Financial Advisors first reported a position in CLBK in Q4 2022 and has held it in 15 quarters since. 122 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

Sequoia Financial Advisors held 56,769 shares of Columbia Financial worth $548K as of Q2 2026.
Sequoia Financial Advisors bought 20,766 Columbia Financial shares in Q2 2026, an estimated $183K.
Columbia Financial made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1286 holding.
Sequoia Financial Advisors first reported a position in Columbia Financial in Q4 2022 and has held it in 15 quarters since.
122 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.