哥倫比亞金融公司
US ˙ NasdaqGS ˙ US1976411033

SecurityCLBK / Columbia Financial, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership354,266 shares
Latest Disclosed Value $ 6,203,197
Morgan Stanley reports 25.52% increase in ownership of CLBK / Columbia Financial, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 354,266 shares of Columbia Financial, Inc. (US:CLBK) valued at $6,203,198 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 282,247 shares of Columbia Financial, Inc.. This represents a change in shares of 25.52% during the quarter. The current value of the position is $7,173,886 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)
2026-05-15 2026-03-31 13F COLUMBIA FINL COM 197641103 354,266 72,019 25.52 6,203 41.43 0.0004
2026-05-27 2025-12-31 13F/A-1 COLUMBIA FINL COM 197641103 282,247 -17,632 -5.88 4,386 -2.55 0.0003
2026-02-13 2025-12-31 13F COLUMBIA FINL COM 197641103 282,247 -17,632 4,386 0.0003
2026-05-27 2025-09-30 13F/A-1 COLUMBIA FINL COM 197641103 299,879 -19,700 -6.16 4,501 -2.93 0.0003
2025-11-14 2025-09-30 13F COLUMBIA FINL COM 197641103 299,879 -19,700 4,501 0.0003
2025-08-15 2025-06-30 13F COLUMBIA FINL COM 197641103 319,579 67,621 26.84 4,637 22.70 0.0003
2025-05-15 2025-03-31 13F COLUMBIA FINL COM 197641103 251,958 59,863 31.16 3,779 24.43 0.0003
2025-05-15 2024-12-31 13F/A-1 COLUMBIA FINL COM 197641103 192,095 -15,234 -7.35 3,037 -14.18 0.0002
2025-02-14 2024-12-31 13F COLUMBIA FINL COM 197641103 192,095 -15,234 3,037 0.0002
2025-05-14 2024-09-30 13F/A-2 COLUMBIA FINL COM 197641103 207,329 40,284 24.12 3,539 41.56 0.0003
2025-02-14 2024-09-30 13F/A-1 COLUMBIA FINL COM 197641103 207,329 40,284 3,539 0.0003
2024-11-14 2024-09-30 13F COLUMBIA FINL COM 197641103 207,329 40,284 3,539 0.0000
2025-05-14 2024-06-30 13F/A-2 COLUMBIA FINL COM 197641103 167,045 20,268 13.81 2,501 -1.03 0.0002
2024-10-17 2024-06-30 13F/A-1 COLUMBIA FINL COM 197641103 167,045 20,268 2,501 0.0002
2024-08-14 2024-06-30 13F COLUMBIA FINL COM 197641103 167,045 20,268 2,501 0.0002
2024-10-17 2024-03-31 13F/A-2 COLUMBIA FINL COM 197641103 146,777 -15,830 -9.74 2,526 -19.43 0.0002
2024-08-16 2024-03-31 13F/A-1 COLUMBIA FINL COM 197641103 146,777 -15,830 2,526 0.0000
2024-05-15 2024-03-31 13F COLUMBIA FINL COM 197641103 146,777 -15,830 2,526 0.0002
2024-08-16 2023-12-31 13F/A-1 COLUMBIA FINL COM 197641103 162,607 24,947 18.12 3,135 45.00 0.0003
2024-02-13 2023-12-31 13F COLUMBIA FINL COM 197641103 162,607 24,947 3,135 0.0003
2023-11-15 2023-09-30 13F COLUMBIA FINL COM 197641103 137,660 -55,734 -28.82 2,163 -35.33 0.0002
2023-08-14 2023-06-30 13F COLUMBIA FINL COM 197641103 193,394 -74,137 -27.71 3,344 -31.64 0.0003
2023-05-15 2023-03-31 13F COLUMBIA FINL COM 197641103 267,531 17,047 6.81 4,890 -9.70 0.0005
2023-02-14 2022-12-31 13F COLUMBIA FINL COM 197641103 250,484 -18,405 -6.84 5,415 -4.68 0.0006
2022-11-14 2022-09-30 13F COLUMBIA FINL COM 197641103 268,889 -15,464 -5.44 5,681 -8.43 0.0008
2022-10-27 2022-06-30 13F/A-1 COLUMBIA FINL COM 197641103 284,353 215,689 314.12 6,204 320.33 0.0008
2022-08-15 2022-06-30 13F COLUMBIA FINL COM 197641103 284,353 215,689 6,204 0.0002
2022-10-27 2022-03-31 13F/A-1 COLUMBIA FINL COM 197641103 68,664 -18,664 -21.37 1,476 -18.99 0.0002
2022-05-13 2022-03-31 13F COLUMBIA FINL COM 197641103 68,664 -18,664 1,476 0.0002
2022-02-14 2021-12-31 13F COLUMBIA FINL COM 197641103 87,328 -40,528 -31.70 1,822 -22.96 0.0002
2021-11-15 2021-09-30 13F COLUMBIA FINL COM 197641103 127,856 -12,920 -9.18 2,365 -2.47 0.0003
2021-08-23 2021-06-30 13F/A-1 COLUMBIA FINL COM 197641103 140,776 90,255 178.65 2,425 174.63 0.0003
2021-08-16 2021-06-30 13F COLUMBIA FINL COM 197641103 140,776 90,255 2,425 0.0001
2021-05-17 2021-03-31 13F COLUMBIA FINL COM 197641103 50,521 -35,275 -41.11 883 -33.86 0.0001
2021-02-16 2020-12-31 13F COLUMBIA FINL COM 197641103 85,796 25,396 42.05 1,335 98.96 0.0002
2020-11-13 2020-09-30 13F COLUMBIA FINL COM 197641103 60,400 -34,311 -36.23 671 -49.21 0.0001
2020-08-14 2020-06-30 13F COLUMBIA FINL COM 197641103 94,711 41,939 79.47 1,321 73.82 0.0003
2020-05-26 2020-03-31 13F/A-1 COLUMBIA FINL COM 197641103 52,772 -72,022 -57.71 760 -64.05 0.0002
2020-05-15 2020-03-31 13F COLUMBIA FINL COM 197641103 52,772 -72,022 760 58.3838
2020-02-14 2019-12-31 13F COLUMBIA FINL COM 197641103 124,794 53,126 74.13 2,114 86.75 0.0005
2019-11-14 2019-09-30 13F COLUMBIA FINL COM 197641103 71,668 -49,942 -41.07 1,132 -38.38 0.0003
2019-08-14 2019-06-30 13F COLUMBIA FINL COM 197641103 121,610 -10,347 -7.84 1,837 -11.21 0.0005
2019-05-15 2019-03-31 13F COLUMBIA FINL COM 197641103 131,957 -66,733 -33.59 2,069 -31.90 0.0006
2019-02-14 2018-12-31 13F COLUMBIA FINL COM 197641103 198,690 -2,937 -1.46 3,038 -9.77 0.0009
2019-04-23 2018-09-30 13F/A-2 COLUMBIA FINL COM 197641103 201,627 -14,148 -6.56 3,367 -5.71 0.0008
2018-11-20 2018-09-30 13F/A-1 COLUMBIA FINL COM 197641103 201,627 0 3,367 0.0008
2018-11-14 2018-09-30 13F COLUMBIA FINL COM 197641103 201,627 -14,148 3,367
2019-04-23 2018-06-30 13F/A-1 COLUMBIA FINL COM 197641103 215,775 215,775 3,571 0.0010
2018-08-14 2018-06-30 13F COLUMBIA FINL COM 197641103 215,775 3,571 0.0010
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.