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Wilmington Savings Fund Society’s Columbia Financial CLBK Stock Holding History

Wilmington Savings Fund Society’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
Q3 		– Sell
-14,275
Closed -$207K – 1506
2025
Q2 		$207K Sell
14,275
-3,302
-19% -$47K ﹤0.01% 792
2025
Q1 		$264K Hold
17,577
– – ﹤0.01% 739
2024
Q4 		$278K Hold
17,577
– – 0.01% 724
2024
Q3 		$300K Buy
+17,577
New +$296K 0.01% 698

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Wilmington Savings Fund Society's CLBK Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Columbia Financial (CLBK) in Q3 2025, closing a stake of 14,275 shares — an estimated $207K sold.

Wilmington Savings Fund Society first reported a position in CLBK in Q3 2024 and held it in 4 quarters. The position peaked at $300K in Q3 2024. 130 funds tracked by Wall St. Rank hold CLBK as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Columbia Financial position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 14,275 Columbia Financial shares in Q3 2025, an estimated $207K.
  • Wilmington Savings Fund Society first reported a position in Columbia Financial in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Columbia Financial position peaked at $300K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held Columbia Financial as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.