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Columbia Finl shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Columbia Finl (CLBK) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Columbia Finl

Tip: Access up to 7 years of quarterly data

All positions including Columbia Finl held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia Finl by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $176 10 17.60
2025-06-30 $1.4k 99 14.52

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Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Ishares Tr Core Msci Eafe (IEFA)
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Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for MAI Wealth Advisors

Top funds holding Columbia Finl

Vanguard Group
BlackRock
Dimensional Fund Advisors
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Renaissance Technologies
Ursa Fund Management
Morgan Stanley
Northern Trust
Charles Schwab Investment Management
D. E. Shaw & Co
Creative Planning
Vanguard Fiduciary Trust

View all funds holding Columbia Finl