Columbia Dividend Income-I2CDDRX

13F holders, Q1 2025 (March 31)
2holders
1new positions
1sold out
$34.39avg. 13F price*

At the end of Q1 2025, 2 institutions reported holding Columbia Dividend Income-I2 (CDDRX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Redwood Wealth Management Group, LLC ($2.1M) and Sequent Asset Management, LLC ($204K).

Company
Columbia Dividend Income-I2
CUSIP
19766M857
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025Q3 2025: 4Q3 2025Q4 2025: 5Q4 2025Q1 2026: 4Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$204K
Exits1$710K

All 13F filers, Q4 2024 → Q1 2025: 5,927 shares bought and 21,539 shares sold, net −15,612 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Redwood Wealth Management Group, LLC 1.04% Reduce -0.8% 59,642 $2.1M
Sequent Asset Management, LLC 0.11% New 5,927 $204K

"% of holder's portfolio" is CDDRX's weight in each manager's 13F, not the share of Columbia Dividend Income-I2 the manager owns.