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Wealthspire Advisors (New York)’s Columbia Financial CLBK Stock Holding History

Wealthspire Advisors (New York)’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
-24
Closed -$360 – 1374
2025
Q3 		$360 Buy
+24
New +$358 ﹤0.01% 2874

Other funds holding CLBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s CLBK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Columbia Financial (CLBK) in Q4 2025, closing a stake of 24 shares — an estimated $360 sold.

Wealthspire Advisors (New York) first reported a position in CLBK in Q3 2025 and held it in 1 quarter. The position peaked at $360 in Q3 2025. 127 funds tracked by Wall St. Rank hold CLBK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Columbia Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 24 Columbia Financial shares in Q4 2025, an estimated $360.
  • Wealthspire Advisors (New York) first reported a position in Columbia Financial in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Columbia Financial position peaked at $360 in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Columbia Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.