True Wealth Design »

Columbia Financial shares owned by True Wealth Design

Quarter-by-quarter ownership of Columbia Financial (CLBK) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Columbia Financial

Tip: Access up to 7 years of quarterly data

All positions including Columbia Financial held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Columbia Financial by True Wealth Design

Quarter filed Position value Share count Share price at filing
2026-09-30 $598 54 11.07

More positions owned by True Wealth Design

Dimensional Etf Trust Us Cor Equ 2 Etf
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dfa Invt Dimensions Group In U.s. High Relati (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Pimco Etf Tr Multisector Bd (PYLD)
Apple (AAPL)
Vanguard Index Fds MRNGSTR TTL STK (VTI)

View all positions for True Wealth Design

Top funds holding Columbia Financial

Mutual Of America Capital Management
SeaCrest Wealth Management
Crown Wealth Group
Hudson Capital Management
Oppenheimer Asset Management
Kennedy Investment Group
Herold Advisors
ELCO Management
Longboard Asset Management
Wealth Enhancement Advisory Services
KBC Group NV
Signature Wealth Management Partners
Alaska Retirement Management Board
Princeton Global Asset Management
USA Financial Portformulas

View all funds holding Columbia Financial