As of the latest SEC filings, Columbia Financial, Inc./MD/ (CLBK) is held by 151 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $15,061,033.89 in market value, representing a significant portion of its portfolio.
Funds holding Columbia Financial, Inc./MD/ (CLBK)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CLBK
- CIK:
- 0002115119
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $15,061,033.89 | 860,139 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $11,514,961.22 | 657,622 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.01% | $10,448,987.44 | 596,744 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $7,820,802.54 | 406,698 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.04% | $5,852,265.90 | 304,330 | Apr 30, 2026 | Jun 29, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.02% | $5,804,600.02 | 331,502 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $5,445,855.14 | 311,014 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $5,043,682.86 | 262,282 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.06% | $4,315,019.70 | 224,390 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.03% | $3,846,929.49 | 219,699 | Mar 31, 2026 | May 28, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $3,276,407.40 | 170,380 | Apr 30, 2026 | Jun 29, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,836,444.23 | 147,501 | Apr 30, 2026 | Jun 24, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.07% | $2,653,220.26 | 151,526 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,512,945.20 | 140,388 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,417,896.20 | 135,078 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,334,285.30 | 130,407 | Feb 28, 2026 | Apr 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $2,284,735.53 | 118,811 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,102,954.34 | 109,358 | Apr 30, 2026 | Jun 29, 2026 |
|
DFEOX
U.S. CORE EQUITY 1 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $1,376,541.09 | 71,583 | Apr 30, 2026 | Jun 24, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.01% | $1,223,196.50 | 68,335 | Feb 28, 2026 | Apr 24, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.02% | $1,162,568.88 | 60,456 | Apr 30, 2026 | Jun 25, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.05% | $1,099,704.40 | 61,436 | Feb 28, 2026 | Apr 29, 2026 |
|
ONEQ
Fidelity Nasdaq Composite Index ETF
|
ETF | Fidelity | 0.01% | $970,573.80 | 54,222 | Feb 28, 2026 | Apr 24, 2026 |
|
DFVEX
U.S. VECTOR EQUITY PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $937,827.87 | 48,769 | Apr 30, 2026 | Jun 24, 2026 |
|
COAGX
GATOR CAPITAL LONG/SHORT FUND
|
MF | Independent / Boutique | 1.14% | $923,328.45 | 48,015 | Apr 30, 2026 | Jun 29, 2026 |
Advertisement (320x50)