Vault-13

COLUMBIA DIVIDEND INCOME INST2

MUTUAL FUND · CUSIP 19766M857

2 institutional holders -2 vs Q1 2026
10,74710.7k shares reported held*
$435.1kreported value*
0 new 0 added 1 reduced 2 sold out net sold ≈ $2.8m (-69.2k 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 ≈ $40.48.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0246Q4 23: 1Q1 24: 0Q2 24: 0Q3 24: 2Q4 24: 2Q1 25: 2Q2 25: 1Q3 25: 4Q4 25: 5Q1 26: 4Q2 26: 22Q4 23Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20231
Q1 20240
Q2 20240
Q3 20242
Q4 20242
Q1 20252
Q2 20251
Q3 20254
Q4 20255
Q1 20264
Q2 20262

Buyers vs sellers

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

Bought or addedCut or sold out
404Q1 24: 0 bought or addedQ1 24: 1 cut or sold outQ4 24: 1 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 2 cut or sold outQ2 25: 0 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 3 bought or addedQ3 25: 1 cut or sold outQ4 25: 3 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 2 bought or addedQ1 26: 2 cut or sold outQ2 26: 0 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202401
Q4 202411
Q1 202512
Q2 202502
Q3 202531
Q4 202531
Q1 202622
Q2 202603

Biggest buyers

None

Biggest sellers

Redwood Wealth Management Group, LLC Sold out -60,044-60.0k
Garton & Associates Financial Advisors LLC Sold out -8,157-8.2k
KELLEHER FINANCIAL ADVISORS Reduced -1,023-1.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Sequent Asset Management, LLC 0.10% of their portfolio HOUSTON, TX 5,9275.9k $239.9k $239.9k 0.10% Unchanged
2 KELLEHER FINANCIAL ADVISORS 0.03% of their portfolio NEW YORK, NY 4,8204.8k $195.1k $195.1k 0.03% Reduced -1.0k -1,023