Columbia Dividend Income-I2CDDRX
13F holders, Q3 2025 (September 30)4holders +3
3new positions
0sold out
$37.57avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding Columbia Dividend Income-I2 (CDDRX) in their 13F filings, up 3 from Q2 2025. 3 opened new positions and 0 sold out. The largest holders were Redwood Wealth Management Group, LLC ($2.2M), Sequent Asset Management, LLC ($223K) and Kelleher Financial Advisors ($210K).
- Company
- Columbia Dividend Income-I2
- CUSIP
- 19766M857
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $449K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 11,963 shares bought and 308 shares sold, net +11,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Redwood Wealth Management Group, LLC | 0.93% | Reduce -0.5% | 58,470 | $2.2M |
| Sequent Asset Management, LLC | 0.11% | New | 5,927 | $223K |
| Kelleher Financial Advisors | 0.05% | New | 5,595 | $210K |
| Oakworth Capital, Inc. | 0.00% | New | 441 | $17K |
"% of holder's portfolio" is CDDRX's weight in each manager's 13F, not the share of Columbia Dividend Income-I2 the manager owns.