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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
25,804
+9,439
+58% +$183K ﹤0.01% 1286
2026
Q1 		$287K Sell
16,365
-121
-0.7% -$2.08K ﹤0.01% 1600
2025
Q4 		$256K Buy
16,486
+273
+2% +$4.24K ﹤0.01% 1653
2025
Q3 		$243K Buy
16,213
+143
+0.9% +$2.13K ﹤0.01% 1513
2025
Q2 		$233K Buy
16,070
+41
+0.3% +$584 ﹤0.01% 1404
2025
Q1 		$240K Sell
16,029
-108
-0.7% -$1.67K ﹤0.01% 1176
2024
Q4 		$255K Buy
16,137
+115
+0.7% +$1.98K ﹤0.01% 1096
2024
Q3 		$273K Sell
16,022
-40
-0.2% -$674 ﹤0.01% 1015
2024
Q2 		$240K Buy
16,062
+89
+0.6% +$1.38K ﹤0.01% 995
2024
Q1 		$275K Hold
15,973
– – ﹤0.01% 897
2023
Q4 		$308K Hold
15,973
– – ﹤0.01% 917
2023
Q3 		$251K Hold
15,973
– – ﹤0.01% 764
2023
Q2 		$276K Hold
15,973
– – ﹤0.01% 732
2023
Q1 		$292K Sell
15,973
-43
-0.3% -$872 0.01% 635
2022
Q4 		$346K Buy
+16,016
New +$344K 0.01% 538

Other funds holding CLBK

SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 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 25,804 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. 12 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • Sequoia Financial Advisors held 25,804 shares of Columbia Financial worth $548K as of Q2 2026.
  • Sequoia Financial Advisors bought 9,439 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.
  • 12 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.