Wealth Enhancement Advisory Services’s Columbia Financial CLBK Stock Holding History

Wealth Enhancement Advisory Services’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	$138K	Buy	+12,552	New	+$139K	﹤0.01%	3864

Other funds holding CLBK

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return

Wealth Enhancement Advisory Services's CLBK Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Columbia Financial (CLBK) in Q3 2026: 12,552 shares worth $138K. The stake represents ﹤0.01% of the portfolio and ranks #3864 among its holdings.

105 funds tracked by Wall St. Rank hold CLBK as of Q3 2026.

Wealth Enhancement Advisory Services held 12,552 shares of Columbia Financial worth $138K as of Q3 2026.
Columbia Financial was a new Wealth Enhancement Advisory Services position in Q3 2026.
Columbia Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3864 holding.
105 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.