Convergence Financial’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Convergence Financial’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	$12.1M	Buy	668,338 +341,791	+105%	+$6.28M	1.28%	19
2025 Q4	$5.99M	Buy	326,547 +11,294	+4%	+$208K	0.87%	31
2025 Q3	$5.82M	Buy	+315,253	New	+$5.75M	0.87%	31

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Convergence Financial's DIAL Position: Q1 2026 in Review

Convergence Financial increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 105% in Q1 2026, buying an estimated $6.28M and bringing the position to 668,338 shares worth $12.1M. The position accounts for 1.28% of the portfolio, ranked #19.

Convergence Financial first reported a position in DIAL in Q3 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

Convergence Financial held 668,338 shares of Columbia Diversified Fixed Income Allocation ETF worth $12.1M as of Q1 2026.
Convergence Financial bought 341,791 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2026, an estimated $6.28M.
Columbia Diversified Fixed Income Allocation ETF made up 1.28% of Convergence Financial's portfolio in Q1 2026, its #19 holding.
Convergence Financial first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2025 and has held it in 3 quarters since.
53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.