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Columbia Dividend Income Inst2

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Sequent Asset Management, LLC
UNCHANGED
Shares5,927 from 5,927
Change0 (0%)
Value$239.9K (+$14.3K)
Filed 2026-07-22
Kelleher Financial Advisors
DECREASED
Shares4,820 from 5,843
Change-1,023 (-18%)
Value$195.1K (-$27.3K)
Filed 2026-08-06
Redwood Wealth Management Group, LLC
CLOSED
Shares0 from 60,044
Change-60,044 (-100%)
Value$0 (-$2.3M)
Filed 2026-08-03
Garton & Associates Financial Advisors LLC
CLOSED
Shares0 from 8,157
Change-8,157 (-100%)
Value$0 (-$310.5K)
Filed 2026-08-11
Status
Sequent Asset Management, LLC
UNCHANGED5,9275,92700%$225.6K$239.9K+$14.3K2026-07-22
Kelleher Financial Advisors
DECREASED4,8205,843-1,023-18%$222.4K$195.1K-$27.3K2026-08-06
Redwood Wealth Management Group, LLC
CLOSED060,044-60,044-100%$2.3M$0-$2.3M2026-08-03
Garton & Associates Financial Advisors LLC
CLOSED08,157-8,157-100%$310.5K$0-$310.5K2026-08-11
Showing 4 of 4 institutions