Columbia Dividend Income-I2CDDRX
13F holders, Q1 2026 (March 31)4holders −1
0new positions
1sold out
$38.07avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Columbia Dividend Income-I2 (CDDRX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Redwood Wealth Management Group, LLC ($2.3M), Garton & Associates Financial Advisors LLC ($311K) and Sequent Asset Management, LLC ($226K).
- Company
- Columbia Dividend Income-I2
- CUSIP
- 19766M857
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $141K |
All 13F filers, Q4 2025 → Q1 2026: 189 shares bought and 3,837 shares sold, net −3,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Redwood Wealth Management Group, LLC | 0.99% | Reduce -0.1% | 60,044 | $2.3M |
| Garton & Associates Financial Advisors LLC | 0.25% | Add +2.0% | 8,157 | $311K |
| Sequent Asset Management, LLC | 0.11% | No change | 5,927 | $226K |
| Kelleher Financial Advisors | 0.06% | Add +0.4% | 5,843 | $222K |
"% of holder's portfolio" is CDDRX's weight in each manager's 13F, not the share of Columbia Dividend Income-I2 the manager owns.