Fidelity Investments’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Fidelity Investments’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	$2.71K	Hold	150	–	–	﹤0.01%	5001
2025 Q4	$2.75K	Hold	150	–	–	﹤0.01%	4983
2025 Q3	$2.77K	Hold	150	–	–	﹤0.01%	4896
2025 Q2	$2.73K	Sell	150 -16,236	-99%	-$290K	﹤0.01%	4819
2025 Q1	$293K	Buy	16,386 +16,236	+10,824%	+$288K	﹤0.01%	3103
2024 Q4	$2.63K	Hold	150	–	–	﹤0.01%	4771
2024 Q3	$2.77K	Sell	150 -1	-0.7%	-$18	﹤0.01%	4735
2024 Q2	$2.66K	Buy	151 +1	+0.7%	+$18	﹤0.01%	4678
2024 Q1	$2.67K	Hold	150	–	–	﹤0.01%	4644
2023 Q4	$2.71K	Buy	+150	New	+$2.57K	﹤0.01%	4590
2022 Q4	–	Sell	-9	Closed	–	–	5390
2022 Q3	$0	Buy	9 +8	+800%	+$143	﹤0.01%	4945
2022 Q2	$0	Buy	+1	New	+$18	﹤0.01%	4999

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

Convergence Financial Columbia, Missouri $943M AUM 17.04% 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

Fidelity Investments's DIAL Position: Q1 2026 in Review

Fidelity Investments held its Columbia Diversified Fixed Income Allocation ETF (DIAL) position steady in Q1 2026 at 150 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #5001.

Fidelity Investments first reported a position in DIAL in Q2 2022 and has held it in 12 quarters since. The position peaked at $293K in Q1 2025. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

Fidelity Investments held 150 shares of Columbia Diversified Fixed Income Allocation ETF worth $2.71K as of Q1 2026.
Fidelity Investments left its Columbia Diversified Fixed Income Allocation ETF share count unchanged in Q1 2026.
Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5001 holding.
Fidelity Investments first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2022 and has held it in 12 quarters since.
Fidelity Investments's Columbia Diversified Fixed Income Allocation ETF position peaked at $293K in Q1 2025.
53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.