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Columbia Finl shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Columbia Finl (CLBK) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Columbia Finl

Tip: Access up to 7 years of quarterly data

All positions including Columbia Finl held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia Finl by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.0M 70k 14.51
2025-03-31 $1.1M 72k 15.19

More positions owned by Congress Wealth Management LLC / DE /

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
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Select Sector Spdr Tr Communication (XLC)
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Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Columbia Finl

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D. E. Shaw & Co
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View all funds holding Columbia Finl