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Hobart Private Capital’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Hobart Private Capital’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 		$4.36M Sell
240,211
-140,916
-37% -$2.56M 0.75% 40
2026
Q1 		$6.89M Buy
381,127
+69,018
+22% +$1.27M 1.35% 26
2025
Q4 		$5.73M Buy
312,109
+7,493
+2% +$138K 1.12% 32
2025
Q3 		$5.62M Buy
+304,616
New +$5.56M 1.18% 28

Other funds holding DIAL

BWM
BankPlus Wealth Management Jackson, Mississippi $222M AUM 19.54% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $342M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Hobart Private Capital's DIAL Position: Q2 2026 in Review

Hobart Private Capital reduced its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 37% in Q2 2026, selling an estimated $2.56M and leaving 240,211 shares worth $4.36M. The position accounts for 0.75% of the portfolio, ranked #40.

Hobart Private Capital first reported a position in DIAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.89M in Q1 2026. 7 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

  • Hobart Private Capital held 240,211 shares of Columbia Diversified Fixed Income Allocation ETF worth $4.36M as of Q2 2026.
  • Hobart Private Capital sold 140,916 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $2.56M.
  • Columbia Diversified Fixed Income Allocation ETF made up 0.75% of Hobart Private Capital's portfolio in Q2 2026, its #40 holding.
  • Hobart Private Capital first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • Hobart Private Capital's Columbia Diversified Fixed Income Allocation ETF position peaked at $6.89M in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.