Concurrent Investment Advisors
DIAL icon

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
Q3 		$4.32M Buy
251,279
+41,327
+20% +$738K 0.03% 525
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Convergence Financial
Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
BankPlus Wealth Management
BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return
Pine Valley Investments
Pine Valley Investments Marlton, New Jersey $2.49B AUM 25.32% 1-Year Est. Return
Acorn Wealth Advisors
Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return
Mainstay Capital Management
Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Concurrent Investment Advisors's DIAL Position: Q3 2026 in Review

Concurrent Investment Advisors increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 20% in Q3 2026, buying an estimated $738K and bringing the position to 251,279 shares worth $4.32M. The position accounts for 0.03% of the portfolio, ranked #525.

Concurrent Investment Advisors first reported a position in DIAL in Q2 2024 and has held it in 10 quarters since. 28 funds tracked by Wall St. Rank hold DIAL as of Q3 2026.

  • Concurrent Investment Advisors held 251,279 shares of Columbia Diversified Fixed Income Allocation ETF worth $4.32M as of Q3 2026.
  • Concurrent Investment Advisors bought 41,327 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2026, an estimated $738K.
  • Columbia Diversified Fixed Income Allocation ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q3 2026, its #525 holding.
  • Concurrent Investment Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2024 and has held it in 10 quarters since.
  • 28 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.