Institutional Ownership
Columbia Fds Ser Tr I
CUSIP 19766M840DIVIDEND INCM I3Q1 2026
Institutional Holders
4
13F filers
Shares Held
58.2K
Aggregate institutional
Institutional Value
$2.22M
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased2
Decreased0
Sold out0
Institutional Holders
4 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kelleher Financial Advisors | 24.3K | $927.8K | +105 | Added |
| 2 | Diversified Trust Co | 23.1K | $882.5K | +74 | Added |
| 3 | Fulton Bank, N.A. | 5.4K | $207.6K | 0 | Held |
| 4 | North Star Asset Management Inc | 5.3K | $203.5K | +5.3K | New |