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Boreal Capital Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Boreal Capital 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
Q1 		– Sell
-2,500
Closed -$45.9K – 194
2025
Q4 		$45.9K Hold
2,500
– – 0.03% 205
2025
Q3 		$46.1K Hold
2,500
– – 0.04% 211
2025
Q2 		$45.5K Buy
+2,500
New +$44.6K 0.04% 214

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Boreal Capital Management's DIAL Position: Q1 2026 in Review

Boreal Capital Management sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2026, closing a stake of 2,500 shares — an estimated $45.9K sold.

Boreal Capital Management first reported a position in DIAL in Q2 2025 and held it in 3 quarters. The position peaked at $46.1K in Q3 2025. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

  • Boreal Capital Management reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Boreal Capital Management sold 2,500 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2026, an estimated $45.9K.
  • Boreal Capital Management first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2025 and held it in 3 quarters.
  • Boreal Capital Management's Columbia Diversified Fixed Income Allocation ETF position peaked at $46.1K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.