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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
Q3 		$598 Sell
54
-1
-2% -$11 ﹤0.01% 2082
2026
Q2 		$531 Sell
55
-4
-7% -$35 ﹤0.01% 2188
2026
Q1 		$473 Buy
59
+2
+4% +$16 ﹤0.01% 2077
2025
Q4 		$405 Sell
57
-2
-3% -$14 ﹤0.01% 2020
2025
Q3 		$406 Buy
59
+4
+7% +$27 ﹤0.01% 2074
2025
Q2 		$363 Buy
55
+29
+112% +$188 ﹤0.01% 1865
2025
Q1 		$180 Buy
+26
New +$183 ﹤0.01% 1997

Other funds holding CLBK

HA
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
LAM
Longboard Asset Management Phoenix, Arizona $3.72M AUM 12.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

True Wealth Design's CLBK Position: Q3 2026 in Review

True Wealth Design reduced its Columbia Financial (CLBK) stake by 1.8% in Q3 2026, selling an estimated $11 and leaving 54 shares worth $598. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

True Wealth Design first reported a position in CLBK in Q1 2025 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold CLBK as of Q3 2026.

  • True Wealth Design held 54 shares of Columbia Financial worth $598 as of Q3 2026.
  • True Wealth Design sold 1 Columbia Financial share in Q3 2026, an estimated $11.
  • Columbia Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2082 holding.
  • True Wealth Design first reported a position in Columbia Financial in Q1 2025 and has held it in 7 quarters since.
  • 14 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.