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True Wealth Design’s Columbia Financial CLBK Stock Holding History

True Wealth Design’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 		$531 Sell
25
-2
-7% -$39 ﹤0.01% 2188
2026
Q1 		$473 Buy
27
+1
+4% +$17 ﹤0.01% 2077
2025
Q4 		$405 Sell
26
-1
-4% -$16 ﹤0.01% 2020
2025
Q3 		$406 Buy
27
+2
+8% +$30 ﹤0.01% 2074
2025
Q2 		$363 Buy
25
+13
+108% +$185 ﹤0.01% 1865
2025
Q1 		$180 Buy
+12
New +$186 ﹤0.01% 1997

Other funds holding CLBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
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
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

True Wealth Design's CLBK Position: Q2 2026 in Review

True Wealth Design reduced its Columbia Financial (CLBK) stake by 7.4% in Q2 2026, selling an estimated $39 and leaving 25 shares worth $531. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

True Wealth Design first reported a position in CLBK in Q1 2025 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • True Wealth Design held 25 shares of Columbia Financial worth $531 as of Q2 2026.
  • True Wealth Design sold 2 Columbia Financial shares in Q2 2026, an estimated $39.
  • Columbia Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2188 holding.
  • True Wealth Design first reported a position in Columbia Financial in Q1 2025 and has held it in 6 quarters since.
  • 123 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.