Global Retirement Partners, LLC
PensionPosition in CLBK — Columbia Financial, Inc./MD/
CIK 1749744
San Rafael, CA
Position in CLBK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,031
+$3,739 QoQ
Shares Held
418
+1029.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 97 holders
Holding Since
Jun 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $47,067,979 across 148 Banks - Regional names. CLBK ranks #114 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
21,048 | $5,182,438 | |
| 2 | USB |
US Bancorp \De\
|
77,669 | $4,691,207 | |
| 3 | TFC |
Truist Financial Corp
|
85,849 | $4,276,997 | |
| 4 | STBA |
S&T Bancorp Inc
|
77,612 | $3,809,196 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
43,390 | $3,040,337 | |
| 6 | LYG |
Lloyds Banking Group plc
|
408,648 | $2,382,417 | |
| 7 | NWG |
NatWest Group plc
|
107,767 | $1,899,932 | |
| 8 | RF |
Regions Financial Corp
|
45,919 | $1,386,753 |
All Filings in CLBK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,031 | 190 | Shares | Sole | 2026-08-06 | |
| 2024-03-31 | $292 | 17 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $327 | 17 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $267 | 17 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $293 | 17 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||