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Columbia Balanced Fund Class A
Q4 2022 vs Q4 2025
Comparing institutional holders between quarters
Quarters
Q4 2025
Q4 2022
Q3 2017
Q4 2014
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
2
Filed
1
New
1
Closed
0
Increased
0
Decreased
0
Unchanged
0
No Data
Sort by
Q4 2025 shares — high to low
Q4 2025 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q4 2025 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Motiv8 Investments LLC
NEW
Shares
1,782
Change
+1,782
Value
$98
Filed 2026-02-13
PSI Advisors, LLC
CLOSED
Shares
0
from 132
Change
-132
(-100%)
Value
$0
(-$5.3K)
Filed 2026-02-09
Institution
Status
Q4 2025 ↓
Q4 2022
Change
% Change
Q4 2022 Value
Q4 2025 Value
Value Change
Filed
Motiv8 Investments LLC
NEW
1,782
—
+1,782
—
—
$98
—
2026-02-13
PSI Advisors, LLC
CLOSED
0
132
-132
-100%
$5.3K
$0
-$5.3K
2026-02-09
Showing 2 of 2 institutions