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USA Financial Formulas’s Columbia Financial CLBK Stock Holding History

USA Financial Formulas’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 		– Sell
-2,486
Closed -$43.5K – 436
2026
Q1 		$43.5K Buy
+2,486
New +$42.7K 0.01% 232

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

USA Financial Formulas's CLBK Position: Q2 2026 in Review

USA Financial Formulas sold out of Columbia Financial (CLBK) in Q2 2026, closing a stake of 2,486 shares — an estimated $43.5K sold.

USA Financial Formulas first reported a position in CLBK in Q1 2026 and held it in 1 quarter. The position peaked at $43.5K in Q1 2026. 123 funds tracked by Wall St. Rank hold CLBK as of Q2 2026.

  • USA Financial Formulas reported no remaining Columbia Financial position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 2,486 Columbia Financial shares in Q2 2026, an estimated $43.5K.
  • USA Financial Formulas first reported a position in Columbia Financial in Q1 2026 and held it in 1 quarter.
  • USA Financial Formulas's Columbia Financial position peaked at $43.5K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Columbia Financial as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.