Columbia Balanced Fund-I2CLREX
13F holders, Q1 2025 (March 31)1holders
0new positions
0sold out
$50.19avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Columbia Balanced Fund-I2 (CLREX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holder was Financial Gravity Asset Management, Inc. ($293K).
- Company
- Columbia Balanced Fund-I2
- CUSIP
- 19766D444
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| Financial Gravity Asset Management, Inc. | 0.06% | — | 5,840 | $293K |
"% of holder's portfolio" is CLREX's weight in each manager's 13F, not the share of Columbia Balanced Fund-I2 the manager owns.