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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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. 51 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.
51 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.