Vault-13

Columbia Tax-Exempt A COLTX

MUTUAL FUND · Open-End Fund · CUSIP 19765L850

2 institutional holders +0 vs Q1 2026
90,50090.5k shares reported held*
$1.1mreported value*
0 new 2 added 0 reduced 0 sold out net bought ≈ $10.8k (+908 shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $11.86.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

012Q1 24: 1Q2 24: 1Q3 24: 1Q4 24: 1Q1 25: 1Q2 25: 1Q3 25: 2Q4 25: 2Q1 26: 2Q2 26: 22Q1 24Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20241
Q2 20241
Q3 20241
Q4 20241
Q1 20251
Q2 20251
Q3 20252
Q4 20252
Q1 20262
Q2 20262

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
202Q3 24: 1 bought or addedQ3 24: 0 cut or sold outQ4 24: 0 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 0 cut or sold outQ2 25: 1 bought or addedQ2 25: 0 cut or sold outQ2 25Q3 25: 2 bought or addedQ3 25: 0 cut or sold outQ4 25: 2 bought or addedQ4 25: 0 cut or sold outQ4 25Q1 26: 2 bought or addedQ1 26: 0 cut or sold outQ2 26: 2 bought or addedQ2 26: 0 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202410
Q4 202401
Q1 202510
Q2 202510
Q3 202520
Q4 202520
Q1 202620
Q2 202620

Biggest buyers

Private Capital Advisors, Inc. Added +838+838
RICHARDSON FINANCIAL SERVICES INC. Added +70+70

Biggest sellers

None

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Private Capital Advisors, Inc. 0.09% of their portfolio DARIEN, CT 83,47783.5k $990.0k $990.0k 0.09% Added +838 +838
2 RICHARDSON FINANCIAL SERVICES INC. 0.05% of their portfolio MEDWAY, MA 7,0237.0k $83.3k $83.3k 0.05% Added +70 +70