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Columbia Finl shares owned by UMA Financial Services

Quarter-by-quarter ownership of Columbia Finl (CLBK) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Columbia Finl

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All positions including Columbia Finl held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia Finl by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $526 35 15.03

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Columbia Finl

Vanguard Group
BlackRock
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Renaissance Technologies
Northern Trust
Charles Schwab Investment Management
Marshall Wace
Citadel Advisors
Creative Planning
D. E. Shaw & Co
Royal Bank of Canada
Two Sigma Investments
Bank of New York Mellon

View all funds holding Columbia Finl