USA Financial Formulas
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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
Q3 		$72.2K Buy
+6,528
New +$72.1K 0.01% 201
2026
Q2 		– Sell
-5,469
Closed -$43.5K – 436
2026
Q1 		$43.5K Buy
+5,469
New +$42.7K 0.01% 232

Other funds holding CLBK

Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Crown Wealth Group
Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return
Kennedy Investment Group
Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return
Herold Advisors
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return
Longboard Asset Management
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

USA Financial Formulas's CLBK Position: Q3 2026 in Review

USA Financial Formulas opened a new position in Columbia Financial (CLBK) in Q3 2026: 6,528 shares worth $72.2K. The stake represents 0.01% of the portfolio and ranks #201 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in CLBK as recently as Q1 2026.

USA Financial Formulas first reported a position in CLBK in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold CLBK as of Q3 2026.

  • USA Financial Formulas held 6,528 shares of Columbia Financial worth $72.2K as of Q3 2026.
  • Columbia Financial was a new USA Financial Formulas position in Q3 2026.
  • Columbia Financial made up 0.01% of USA Financial Formulas's portfolio in Q3 2026, its #201 holding.
  • USA Financial Formulas first reported a position in Columbia Financial in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.