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Virtus ETF Advisers’s Columbia Financial CLBK Stock Holding History

Virtus ETF Advisers’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
2025
Q4 		– Sell
-7,963
Closed -$120K – 503
2025
Q3 		$120K Buy
7,963
+1,837
+30% +$27.4K 0.07% 293
2025
Q2 		$88.9K Buy
+6,126
New +$87.2K 0.05% 319

Other funds holding CLBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Virtus ETF Advisers's CLBK Position: Q4 2025 in Review

Virtus ETF Advisers sold out of Columbia Financial (CLBK) in Q4 2025, closing a stake of 7,963 shares — an estimated $120K sold.

Virtus ETF Advisers first reported a position in CLBK in Q2 2025 and held it in 2 quarters. The position peaked at $120K in Q3 2025. 127 funds tracked by Wall St. Rank hold CLBK as of Q4 2025.

  • Virtus ETF Advisers reported no remaining Columbia Financial position as of Q4 2025 after selling out during the quarter.
  • Virtus ETF Advisers sold 7,963 Columbia Financial shares in Q4 2025, an estimated $120K.
  • Virtus ETF Advisers first reported a position in Columbia Financial in Q2 2025 and held it in 2 quarters.
  • Virtus ETF Advisers's Columbia Financial position peaked at $120K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Columbia Financial as of Q4 2025.

Based on Virtus ETF Advisers's 13F filing for Q4 2025, filed 13 Feb 2026.