BWM
DIAL icon

BankPlus Wealth Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

BankPlus Wealth Management’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.61M Buy
93,464
+8,573
+10% +$153K 0.7% 23
2026
Q2 		$1.54M Buy
84,891
+8,799
+12% +$160K 0.69% 25
2026
Q1 		$1.38M Buy
76,092
+17,690
+30% +$325K 0.71% 24
2025
Q4 		$1.07M Buy
58,402
+7,186
+14% +$132K 0.59% 27
2025
Q3 		$945K Buy
51,216
+1,722
+3% +$31.4K 0.56% 31
2025
Q2 		$901K Buy
49,494
+10,725
+28% +$191K 0.6% 31
2025
Q1 		$693K Buy
38,769
+9,370
+32% +$166K 0.51% 36
2024
Q4 		$515K Buy
+29,399
New +$527K 0.38% 49

Other funds holding DIAL

HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $355M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

BankPlus Wealth Management's DIAL Position: Q3 2026 in Review

BankPlus Wealth Management increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 10% in Q3 2026, buying an estimated $153K and bringing the position to 93,464 shares worth $1.61M. The position accounts for 0.7% of the portfolio, ranked #23.

BankPlus Wealth Management first reported a position in DIAL in Q4 2024 and has held it in 8 quarters since. 7 funds tracked by Wall St. Rank hold DIAL as of Q3 2026.

  • BankPlus Wealth Management held 93,464 shares of Columbia Diversified Fixed Income Allocation ETF worth $1.61M as of Q3 2026.
  • BankPlus Wealth Management bought 8,573 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2026, an estimated $153K.
  • Columbia Diversified Fixed Income Allocation ETF made up 0.7% of BankPlus Wealth Management's portfolio in Q3 2026, its #23 holding.
  • BankPlus Wealth Management first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2024 and has held it in 8 quarters since.
  • 7 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.