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Columbia FDS SER TR I

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Kelleher Financial Advisors
INCREASED
Shares48,844 from 24,327
Change+24,517 (+101%)
Value$2.0M (+$1.1M)
Filed 2026-08-06
Diversified Trust Co
INCREASED
Shares25,004 from 23,138
Change+1,866 (+8%)
Value$1.0M (+$131.7K)
Filed 2026-07-17
Wealthspire Advisors, LLC
NEW
Shares20,592
Change+20,592
Value$835.2K
Filed 2026-08-11
Fulton Bank, N.A.
UNCHANGED
Shares5,443 from 5,443
Change0 (0%)
Value$220.8K (+$13.2K)
Filed 2026-07-09
North Star Asset Management Inc
UNCHANGED
Shares5,335 from 5,335
Change0 (0%)
Value$216.4K (+$12.9K)
Filed 2026-08-18
Status
Kelleher Financial Advisors
INCREASED48,84424,327+24,517+101%$927.8K$2.0M+$1.1M2026-08-06
Diversified Trust Co
INCREASED25,00423,138+1,866+8%$882.5K$1.0M+$131.7K2026-07-17
Wealthspire Advisors, LLC
NEW20,592—+20,592——$835.2K—2026-08-11
Fulton Bank, N.A.
UNCHANGED5,4435,44300%$207.6K$220.8K+$13.2K2026-07-09
North Star Asset Management Inc
UNCHANGED5,3355,33500%$203.5K$216.4K+$12.9K2026-08-18
Showing 5 of 5 institutions