Columbia Dividend Income-I3CDDYX
13F holders, Q2 2026 (June 30)5holders +1
1new positions
0sold out
$40.56avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding Columbia Dividend Income-I3 (CDDYX) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($2.0M), Diversified Trust Co. ($1.0M) and Wealthspire Advisors, LLC ($835K).
- Company
- Columbia Dividend Income-I3
- CUSIP
- 19766M840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $835K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 46,975 shares bought, net +46,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kelleher Financial Advisors | 0.28% | Add +100.8% | 48,844 | $2.0M |
| Diversified Trust Co. | 0.02% | Add +8.1% | 25,004 | $1.0M |
| Wealthspire Advisors, LLC | 0.00% | New | 20,592 | $835K |
| Fulton Bank, N.A. | 0.01% | No change | 5,443 | $221K |
| North Star Asset Management Inc. | 0.01% | No change | 5,335 | $216K |
"% of holder's portfolio" is CDDYX's weight in each manager's 13F, not the share of Columbia Dividend Income-I3 the manager owns.