Strategic Advisors’s Columbia Financial CLBK Stock Holding History

Strategic 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 Q1	$183K	Hold	10,459	–	–	0.03%	180
2025 Q4	$163K	Hold	10,459	–	–	0.03%	177
2025 Q3	$157K	Hold	10,459	–	–	0.03%	182
2025 Q2	$152K	Hold	10,459	–	–	0.03%	172
2025 Q1	$157K	Hold	10,459	–	–	0.03%	181
2024 Q4	$165K	Buy	+10,459	New	+$180K	0.03%	191
2020 Q2	–	Sell	-12,420	Closed	-$182K	–	148
2020 Q1	$182K	Hold	12,420	–	–	0.08%	140
2019 Q4	$210K	Sell	12,420 -8,615	-41%	-$142K	0.07%	162
2019 Q3	$332K	Sell	21,035 -22,050	-51%	-$339K	0.12%	133
2019 Q2	$650K	Sell	43,085 -35,263	-45%	-$542K	0.25%	81
2019 Q1	$1.23M	Hold	78,348	–	–	0.47%	56
2018 Q4	$1.2M	Hold	78,348	–	–	0.52%	50
2018 Q3	$1.31M	Buy	78,348 +11,150	+17%	+$186K	0.48%	57
2018 Q2	$1.11M	Buy	+67,198	New	+$1.12M	0.45%	59

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

Strategic Advisors's CLBK Position: Q1 2026 in Review

Strategic Advisors held its Columbia Financial (CLBK) position steady in Q1 2026 at 10,459 shares worth $183K. The position accounts for 0.03% of the portfolio, ranked #180.

Strategic Advisors first reported a position in CLBK in Q2 2018 and has held it in 14 quarters since. The position peaked at $1.31M in Q3 2018. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

Strategic Advisors held 10,459 shares of Columbia Financial worth $183K as of Q1 2026.
Strategic Advisors left its Columbia Financial share count unchanged in Q1 2026.
Columbia Financial made up 0.03% of Strategic Advisors's portfolio in Q1 2026, its #180 holding.
Strategic Advisors first reported a position in Columbia Financial in Q2 2018 and has held it in 14 quarters since.
Strategic Advisors's Columbia Financial position peaked at $1.31M in Q3 2018.
125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.