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Columbia FDS SER TR I

CUSIP: 19766M840 | 9 institutional holders

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
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Institutional Holders — Q2 2026

Kelleher Financial Advisors48,844
0.3% of portfolio›$2.0M
Diversified Trust Co25,004
0.0% of portfolio›$1.0M
Wealthspire Advisors, LLC20,592
0.0% of portfolio›$835.2K
Fulton Bank, N.A.5,443
0.0% of portfolio›$220.8K
North Star Asset Management Inc5,335
0.0% of portfolio›$216.4K
StyleTurnoverLocationFiled
Kelleher Financial Advisors
48,844$2.0M0.3%CoreMediumNew York, NY2026-08-06
Diversified Trust Co
25,004$1.0M0.0%CoreLowMemphis, TN2026-07-17
Wealthspire Advisors, LLC
20,592$835.2K0.0%IndexVery LowNew York, NY2026-08-11
Fulton Bank, N.A.
5,443$220.8K0.0%CoreLowLancaster, PA2026-07-09
North Star Asset Management Inc
5,335$216.4K0.0%CoreVery LowNeenah, WI2026-08-18