SOA Wealth Advisors
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SOA Wealth Advisors’s Columbia Financial CLBK Stock Holding History

SOA Wealth 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
Q3 		$33.5K Buy
+3,030
New +$33.5K 0.01% 440

Other funds holding CLBK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pertento Partners
Pertento Partners London, United Kingdom $2.09B AUM 28.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Walleye Capital
Walleye Capital New York $109B AUM 29.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

SOA Wealth Advisors's CLBK Position: Q3 2026 in Review

SOA Wealth Advisors opened a new position in Columbia Financial (CLBK) in Q3 2026: 3,030 shares worth $33.5K. The stake represents 0.01% of the portfolio and ranks #440 among its holdings.

173 funds tracked by Wall St. Rank hold CLBK as of Q3 2026.

  • SOA Wealth Advisors held 3,030 shares of Columbia Financial worth $33.5K as of Q3 2026.
  • Columbia Financial was a new SOA Wealth Advisors position in Q3 2026.
  • Columbia Financial made up 0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #440 holding.
  • 173 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.