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
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 $583M AUM 21.67% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $342M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BankPlus Wealth Management's DIAL Position: Q2 2026 in Review

BankPlus Wealth Management increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 12% in Q2 2026, buying an estimated $160K and bringing the position to 84,891 shares worth $1.54M. The position accounts for 0.69% of the portfolio, ranked #25.

BankPlus Wealth Management first reported a position in DIAL in Q4 2024 and has held it in 7 quarters since. 5 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

  • BankPlus Wealth Management held 84,891 shares of Columbia Diversified Fixed Income Allocation ETF worth $1.54M as of Q2 2026.
  • BankPlus Wealth Management bought 8,799 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $160K.
  • Columbia Diversified Fixed Income Allocation ETF made up 0.69% of BankPlus Wealth Management's portfolio in Q2 2026, its #25 holding.
  • BankPlus Wealth Management first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2024 and has held it in 7 quarters since.
  • 5 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.