Concurrent Investment Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Concurrent Investment Advisors’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	$3.81M	Buy	209,952 +195,411	+1,344%	+$3.55M	0.03%	516
2026 Q1	$263K	Buy	14,541 +750	+5%	+$13.8K	﹤0.01%	1583
2025 Q4	$253K	Sell	13,791 -863	-6%	-$15.9K	﹤0.01%	1504
2025 Q3	$270K	Sell	14,654 -532	-4%	-$9.7K	﹤0.01%	1200
2025 Q2	$277K	Sell	15,186 -1,140	-7%	-$20.3K	0.01%	1099
2025 Q1	$292K	Sell	16,326 -375	-2%	-$6.65K	0.01%	934
2024 Q4	$293K	Hold	16,701	–	–	0.01%	839
2024 Q3	$309K	Hold	16,701	–	–	0.01%	771
2024 Q2	$295K	Buy	+16,701	New	+$293K	0.01%	743

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Concurrent Investment Advisors's DIAL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 1,344% in Q2 2026, buying an estimated $3.55M and bringing the position to 209,952 shares worth $3.81M. The position accounts for 0.03% of the portfolio, ranked #516.

Concurrent Investment Advisors first reported a position in DIAL in Q2 2024 and has held it in 9 quarters since. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

Concurrent Investment Advisors held 209,952 shares of Columbia Diversified Fixed Income Allocation ETF worth $3.81M as of Q2 2026.
Concurrent Investment Advisors bought 195,411 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $3.55M.
Columbia Diversified Fixed Income Allocation ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #516 holding.
Concurrent Investment Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2024 and has held it in 9 quarters since.
51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.