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Steward Financial Group’s Columbia Financial CLBK Stock Holding History

Steward Financial Group’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
2023
Q3 		$1K Buy
+84
New +$1.44K ﹤0.01% 1114
2022
Q3 		– Sell
-52
Closed -$1K – 313
2022
Q2 		$1K Buy
+52
New +$1.08K ﹤0.01% 694

Other funds holding CLBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Steward Financial Group's CLBK Position: Q3 2023 in Review

Steward Financial Group opened a new position in Columbia Financial (CLBK) in Q3 2023: 84 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1114 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CLBK as recently as Q2 2022.

Steward Financial Group first reported a position in CLBK in Q2 2022 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold CLBK as of Q3 2023.

  • Steward Financial Group held 84 shares of Columbia Financial worth $1K as of Q3 2023.
  • Columbia Financial was a new Steward Financial Group position in Q3 2023.
  • Columbia Financial made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1114 holding.
  • Steward Financial Group first reported a position in Columbia Financial in Q2 2022 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.