Position in CLBK
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$271,405
+$30,535 QoQ
Shares Held
15,500
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Crown Wealth Group, LLC holds $1,639,549 across 2 Banks - Regional names. CLBK ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBSI |
United Bankshares Inc/Wv
|
33,031 | $1,368,144 | |
| 2 | CLBK |
Columbia Financial, Inc.
This page
|
15,500 | $271,405 |
All Filings in CLBK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $271,405 | 15,500 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $240,870 | 15,500 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $232,655 | 15,500 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $224,905 | 15,500 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $232,500 | 15,500 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $245,055 | 15,500 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $264,585 | 15,500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $232,035 | 15,500 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $266,755 | 15,500 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $298,840 | 15,500 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $243,505 | 15,500 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $267,995 | 15,500 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $274,200 | 15,000 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $324,300 | 15,000 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $422,600 | 20,000 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $436,200 | 20,000 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $430,200 | 20,000 | Shares | Sole | 2022-07-13 | |
| 2021-12-31 | $417,200 | 20,000 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||