Funds holding Columbia Financial Inc
ISIN US1979141041 · United States · LEI 5299002UZ0V7ZC9X0D21
- Fund holders
- 69
- Of which ETFs
- 18 51 other funds
- Value held
- 268.4M $
- Share of capital
- 9.2 % of 269.5M shares on Aug 5, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Fund Fidelity Securities Fund | 4,809,300 | 52M $ | 0.95 % | 1.78 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 3,089,365 | 33.4M $ | 0.10 % | 1.15 % | as of Jul 31, 2026 ↗ |
| Small Cap Growth Fund American Century Mutual Funds, Inc. | 1,995,515 | 21.6M $ | 0.39 % | 0.74 % | as of Jul 31, 2026 ↗ |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 1,439,840 | 15.6M $ | 0.21 % | 0.53 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 1,215,463 | 13.1M $ | 0.28 % | 0.45 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,202,969 | 13M $ | 0.07 % | 0.45 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 975,280 | 10.5M $ | 0.78 % | 0.36 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 865,900 | 9.4M $ | 0.06 % | 0.32 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 817,176 | 8.8M $ | 0.05 % | 0.30 % | as of Jul 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 752,926 | 8.1M $ | 0.10 % | 0.28 % | as of Jul 31, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 694,400 | 7.5M $ | 0.20 % | 0.26 % | as of Jul 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 683,496 | 7.4M $ | 0.04 % | 0.25 % | as of Jul 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 650,898 | 7M $ | 0.09 % | 0.24 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 604,587 | 6.5M $ | 0.05 % | 0.22 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 592,925 | 6.4M $ | 0.01 % | 0.22 % | as of Jul 31, 2026 ↗ |
| Regional Bank Fund John Hancock Investment Trust II | 516,894 | 5.6M $ | 0.58 % | 0.19 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 432,793 | 4.7M $ | 0.01 % | 0.16 % | as of Jul 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 342,047 | 3.7M $ | 0.09 % | 0.13 % | as of Jul 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 335,072 | 3.6M $ | 0.04 % | 0.12 % | as of Jul 31, 2026 ↗ |
| CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust | 234,537 | 2.5M $ | 1.40 % | 0.09 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 233,264 | 2.5M $ | 0.01 % | 0.09 % | as of Jul 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 229,650 | 2.5M $ | 0.20 % | 0.09 % | as of Jul 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 221,612 | 2.4M $ | 0.00 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 181,716 | 2M $ | 0.05 % | 0.07 % | as of Jul 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 155,186 | 1.7M $ | 0.03 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 128,499 | 1.4M $ | 0.09 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 127,418 | 1.4M $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Financial Industries Fund John Hancock Investment Trust II | 103,972 | 1.1M $ | 0.40 % | 0.04 % | as of Jul 31, 2026 ↗ |
| CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust | 94,588 | 1M $ | 1.40 % | 0.04 % | as of Jul 31, 2026 ↗ |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 90,440 | 977.7K $ | 0.07 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Embark Small Cap Equity Fund Harbor Funds II | 84,479 | 913.2K $ | 0.14 % | 0.03 % | as of Jul 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 79,640 | 860.9K $ | 0.01 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 67,515 | 729.8K $ | 0.03 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 67,512 | 729.8K $ | 0.01 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 62,272 | 673.2K $ | 0.02 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 58,466 | 632K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 56,787 | 613.9K $ | 0.14 % | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 46,627 | 504K $ | 0.04 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 41,033 | 443.6K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 39,582 | 427.9K $ | 0.02 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 39,452 | 426.5K $ | 0.05 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 38,993 | 421.5K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 36,683 | 396.5K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 30,310 | 327.7K $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 30,275 | 327.3K $ | 0.09 % | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 29,687 | 320.9K $ | 0.05 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 27,619 | 298.6K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 26,219 | 283.4K $ | 0.04 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 25,057 | 270.9K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 23,333 | 252.2K $ | 0.09 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 17,354 | 187.6K $ | 0.52 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 15,477 | 167.3K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust | 14,980 | 161.9K $ | 0.78 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 11,296 | 122.1K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 8,044 | 87K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 7,080 | 76.5K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 6,657 | 72K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 | 5,186 | 56.1K $ | 0.48 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 3,846 | 41.6K $ | 0.07 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 3,200 | 34.6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 2,954 | 31.9K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 1,982 | 21.4K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 1,582 | 17.1K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,558 | 16.8K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc | 799 | 8.6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 525 | 5.7K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 490 | 5.3K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 328 | 3.5K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 254 | 2.7K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust | 1.40 % | as of Jul 31, 2026 ↗ |
| CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust | 1.40 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Value Fund Fidelity Securities Fund | 0.95 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 0.78 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust | 0.78 % | as of Jul 31, 2026 ↗ |
| Regional Bank Fund John Hancock Investment Trust II | 0.58 % | as of Jul 31, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 0.52 % | as of Jul 31, 2026 ↗ |
| PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 | 0.48 % | as of Jul 31, 2026 ↗ |
| Financial Industries Fund John Hancock Investment Trust II | 0.40 % | as of Jul 31, 2026 ↗ |
| Small Cap Growth Fund American Century Mutual Funds, Inc. | 0.39 % | as of Jul 31, 2026 ↗ |
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Titelia. "Funds holding Columbia Financial Inc". https://titelia.com/en/stocks/columbia-financial-inc-US1979141041