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Cornerstone Planning Group’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Cornerstone Planning Group’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
-8,633
Closed -$159K – 1847
2025
Q4 		$159K Buy
+8,633
New +$159K 0.02% 158

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 $2.18B AUM 26.57% 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

Cornerstone Planning Group's DIAL Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2026, closing a stake of 8,633 shares — an estimated $159K sold.

Cornerstone Planning Group first reported a position in DIAL in Q4 2025 and held it in 1 quarter. The position peaked at $159K in Q4 2025. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 8,633 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2026, an estimated $159K.
  • Cornerstone Planning Group first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Columbia Diversified Fixed Income Allocation ETF position peaked at $159K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.