Columbia Dividend Income-I2CDDRX
13F holders, Q4 2025 (December 31)5holders +1
1new positions
1sold out
$37.01avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Columbia Dividend Income-I2 (CDDRX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Redwood Wealth Management Group, LLC ($2.2M), Garton & Associates Financial Advisors LLC ($296K) and Sequent Asset Management, LLC ($219K).
- Company
- Columbia Dividend Income-I2
- CUSIP
- 19766M857
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $141K |
| Exits | 1 | $17K |
All 13F filers, Q3 2025 → Q4 2025: 5,634 shares bought and 441 shares sold, net +5,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Redwood Wealth Management Group, LLC | 0.93% | Add +2.8% | 60,084 | $2.2M |
| Garton & Associates Financial Advisors LLC | 0.17% | — | 7,993 | $296K |
| Sequent Asset Management, LLC | 0.10% | No change | 5,927 | $219K |
| Kelleher Financial Advisors | 0.05% | Add +4.0% | 5,818 | $215K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 3,797 | $141K |
"% of holder's portfolio" is CDDRX's weight in each manager's 13F, not the share of Columbia Dividend Income-I2 the manager owns.