Columbia Financial, Inc.
US ˙ NasdaqGS ˙ US1976411033

SecurityCLBK / Columbia Financial, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,040,794 shares
Latest Disclosed Value $ 35,733,914
Dimensional Fund Advisors Lp reports 2.60% increase in ownership of CLBK / Columbia Financial, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 2,040,794 shares of Columbia Financial, Inc. (US:CLBK) valued at $35,734,303 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,989,117 shares of Columbia Financial, Inc.. This represents a change in shares of 2.60% during the quarter. The current value of the position is $40,468,945 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F COLUMBIA FINL COM 197641103 2,040,794 51,677 2.60 35,734 15.60 0.0016
2026-02-12 2025-12-31 13F COLUMBIA FINL COM 197641103 1,989,117 -65,638 -3.19 30,911 0.22 0.0065
2025-11-12 2025-09-30 13F COLUMBIA FINL COM 197641103 2,054,755 10,376 0.51 30,842 3.97 0.0066
2025-08-12 2025-06-30 13F COLUMBIA FINL COM 197641103 2,044,379 82,159 4.19 29,666 0.79 0.0069
2025-05-13 2025-03-31 13F COLUMBIA FINL COM 197641103 1,962,220 64,796 3.41 29,434 -1.89 0.0073
2025-02-13 2024-12-31 13F COLUMBIA FINL COM 197641103 1,897,424 66,583 3.64 29,999 -4.01 0.0072
2024-11-07 2024-09-30 13F COLUMBIA FINL COM 197641103 1,830,841 64,941 3.68 31,252 18.23 0.0076
2024-08-09 2024-06-30 13F COLUMBIA FINL COM 197641103 1,765,900 46,813 2.72 26,433 -10.65 0.0069
2024-05-10 2024-03-31 13F COLUMBIA FINL COM 197641103 1,719,087 36,021 2.14 29,585 -8.83 0.0080
2024-02-07 2023-12-31 13F COLUMBIA FINL COM 197641103 1,683,066 56,155 3.45 32,452 26.97 0.0095
2023-11-09 2023-09-30 13F COLUMBIA FINL COM 197641103 1,626,911 158,170 10.77 25,558 0.64 0.0084
2023-08-09 2023-06-30 13F COLUMBIA FINL COM 197641103 1,468,741 193,089 15.14 25,397 8.92 0.0081
2023-05-12 2023-03-31 13F COLUMBIA FINL COM 197641103 1,275,652 212,678 20.01 23,317 105,886.36 0.0079
2023-02-09 2022-12-31 13F COLUMBIA FINL COM 197641103 1,062,974 24,018 2.31 23 -99.90 0.0068
2022-11-10 2022-09-30 13F COLUMBIA FINL COM 197641103 1,038,956 61,010 6.24 21,955 2.95 0.0084
2022-08-12 2022-06-30 13F COLUMBIA FINL COM 197641103 977,946 121,911 14.24 21,326 15.81 0.0076
2022-05-13 2022-03-31 13F COLUMBIA FINL COM 197641103 856,035 23,908 2.87 18,414 6.08 0.0057
2022-02-09 2021-12-31 13F COLUMBIA FINL COM 197641103 832,127 18,225 2.24 17,358 15.27 0.0052
2021-11-12 2021-09-30 13F COLUMBIA FINL COM 197641103 813,902 74,641 10.10 15,058 18.28 0.0049
2021-08-12 2021-06-30 13F COLUMBIA FINL COM 197641103 739,261 81,709 12.43 12,731 10.69 0.0040
2021-05-14 2021-03-31 13F COLUMBIA FINL COM 197641103 657,552 6,891 1.06 11,502 13.61 0.0038
2021-03-08 2020-12-31 13F/A-2 COLUMBIA FINL COM 197641103 650,661 40,270 6.60 10,124 49.43 0.0037
2021-02-11 2020-12-31 13F COLUMBIA FINL COM 197641103 650,661 40,270 10,124 3,656.2507
2020-11-12 2020-09-30 13F COLUMBIA FINL COM 197641103 610,391 46,343 8.22 6,775 -13.89 0.0029
2020-08-13 2020-06-30 13F COLUMBIA FINL COM 197641103 564,048 114,713 25.53 7,868 21.55 0.0035
2020-05-14 2020-03-31 13F COLUMBIA FINL COM 197641103 449,335 89,633 24.92 6,473 6.22 0.0034
2020-02-14 2019-12-31 13F COLUMBIA FINL COM 197641103 359,702 167,866 87.50 6,094 101.19 0.0022
2019-11-12 2019-09-30 13F COLUMBIA FINL COM 197641103 191,836 103,466 117.08 3,029 127.06 0.0012
2019-08-13 2019-06-30 13F COLUMBIA FINL COM 197641103 88,370 88,370 1,334 0.0005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.