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CLBK icon

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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
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

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. 12 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.
  • 12 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.