UBS Group’s Columbia Financial CLBK Stock Holding History

UBS 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
2020 Q4	–	Sell	-50,000	Closed	-$555K	–	8416
2020 Q3	$555K	Hold	50,000	–	–	﹤0.01%	4095
2020 Q2	$698K	Buy	+50,000	New	+$698K	﹤0.01%	3853

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

UBS Group's CLBK Position: Q1 2026 in Review

UBS Group increased its Columbia Financial (CLBK) stake by 48% in Q1 2026, buying an estimated $581K and bringing the position to 104,061 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #5061.

UBS Group first reported a position in CLBK in Q2 2018 and has held it in 32 quarters since. 125 funds tracked by Wall St. Rank hold CLBK as of Q1 2026.

UBS Group held 104,061 shares of Columbia Financial worth $1.82M as of Q1 2026.
UBS Group bought 33,790 Columbia Financial shares in Q1 2026, an estimated $581K.
Columbia Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5061 holding.
UBS Group first reported a position in Columbia Financial in Q2 2018 and has held it in 32 quarters since.
125 funds tracked by Wall St. Rank held Columbia Financial as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.