Columbia Contrarian Core-I2COFRX

13F holders, Q1 2024 (March 31)
2holders
$35.63avg. 13F price*

At the end of Q1 2024, 2 institutions reported holding Columbia Contrarian Core-I2 (COFRX) in their 13F filings. The largest holders were Encompass Wealth Advisors, LLC ($6.0M) and Financial Gravity Asset Management, Inc. ($9K).

Company
Columbia Contrarian Core-I2
CUSIP
19766M600
Latest filing quarter
Q4 2025

History

Number of 13F holders

012 Q1 2024: 2Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2025: 1Q4 2025

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 2 holders

Encompass Wealth Advisors, LLC 1.61% Reduce -2.7% 169,331 $6.0M
Financial Gravity Asset Management, Inc. 0.00% No change 276 $9K

"% of holder's portfolio" is COFRX's weight in each manager's 13F, not the share of Columbia Contrarian Core-I2 the manager owns.