Roundview Capital LLC

Position in CLBK — Columbia Financial, Inc.

CIK 1476804 PRINCETON, NJ

Position in CLBK

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$251,881

+$28,339 QoQ

Shares Held

14,385

0.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Roundview Capital LLC holds $2,833,842 across 4 Banks - Regional names. CLBK ranks #2 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRN	Princeton Bancorp, Inc.	63,597	$2,147,670
2	CLBK	Columbia Financial, Inc. This page	14,385	$251,881
3	PFS	Provident Financial Services Inc	10,979	$232,315
4	EBC	Eastern Bankshares, Inc.	10,326	$201,976

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$251,881	14,385	0.0%	Shares	Sole	2026-05-08
2025-12-31	$223,542	14,385	0.0%	Shares	Sole	2026-02-09
2025-09-30	$215,918	14,385	0.0%	Shares	Sole	2025-11-12
2025-06-30	$208,726	14,385	-18.7%	Shares	Sole	2025-07-23
2025-03-31	$265,305	17,687	0.0%	Shares	Sole	2025-05-06
2024-12-31	$279,631	17,687	0.0%	Shares	Sole	2025-02-12
2024-09-30	$301,917	17,687	0.0%	Shares	Sole	2024-11-14
2024-06-30	$264,774	17,687	0.0%	Shares	Sole	2024-08-09
2024-03-31	$304,393	17,687	-16.5%	Shares	Sole	2024-05-06
2023-12-31	$408,485	21,187	0.0%	Shares	Sole	2024-02-12
2023-09-30	$332,847	21,187	0.0%	Shares	Sole	2023-11-13
2023-06-30	$366,323	21,187	0.0%	Shares	Sole	2023-08-09
2023-03-31	$387,298	21,187	0.0%	Shares	Sole	2023-05-09
2022-12-31	$458,062	21,187	-19.3%	Shares	Sole	2023-02-13
2022-09-30	$555,063	26,269	0.0%	Shares	Sole	2022-11-10
2022-06-30	$572,926	26,269	0.0%	Shares	Sole	2022-08-11
2022-03-31	$565,046	26,269	0.0%	Shares	Sole	2022-05-17
2021-12-31	$547,971	26,269	0.0%	Shares	Sole	2022-02-10
2021-09-30	$485,976	26,269	0.0%	Shares	Sole	2021-11-10
2021-06-30	$452,352	26,269	0.0%	Shares	Sole	2021-08-10
2021-03-31	$459,182	26,269	0.0%	Shares	Sole	2021-05-14
2020-12-31	$408,745	26,269	0.0%	Shares	Sole	2021-02-08
2020-09-30	$291,585	26,269	0.0%	Shares	Sole	2020-11-05
2020-06-30	$366,583	26,269	0.0%	Shares	Sole	2020-08-13
2020-03-31	$378,273	26,269	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.