Institutional Ownership Columbia Financial, Inc. (CLBK)
This table provides information about the institutional ownership of Columbia Financial, Inc. (CLBK). We have compiled data on the 125 institutions that hold shares in the stock, with a total of 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $199 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
93
shares
|
$1,374
0.0% of portfolio
|
Q2 2025
Reduced 45.93%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
91
shares
|
$1,344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
84
shares
|
$1,241
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
83
shares
|
$1,226
0.0% of portfolio
|
Q2 2025
Reduced 26.55%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
76
shares
|
$1,123
0.0% of portfolio
|
Q1 2025
Reduced 54.49%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
70
shares
|
$1,034
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
66
shares
|
$975
0.0% of portfolio
|
Q2 2025
Added 17.86%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
65
shares
|
$960
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
27
shares
|
$399
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
25
shares
|
$369
0.0% of portfolio
|
Q2 2025
Added 108.33%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
23
shares
|
$339
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
23
shares
|
$339
0.0% of portfolio
|
Q2 2025
Reduced 88.83%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
22
shares
|
$325
0.0% of portfolio
|
Q2 2025
Added 633.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
16
shares
|
$236
0.0% of portfolio
|
Q2 2025
Added 23.08%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
16
shares
|
$236
0.0% of portfolio
|
Q2 2025
Reduced 23.81%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
9
shares
|
$133
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
9
shares
|
$133
0.0% of portfolio
|
Q2 2025
Reduced 89.02%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
8
shares
|
$118
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
6
shares
|
$88
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
4
shares
|
$59
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4
shares
|
$59
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3
shares
|
$44
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|