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

Jones Financial Companies’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	$752	Buy	+42	New	+$771	﹤0.01%	4419

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

Jones Financial Companies's DIAL Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2026: 42 shares worth $752. The stake represents ﹤0.01% of the portfolio and ranks #4419 among its holdings.

53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

Jones Financial Companies held 42 shares of Columbia Diversified Fixed Income Allocation ETF worth $752 as of Q1 2026.
Columbia Diversified Fixed Income Allocation ETF was a new Jones Financial Companies position in Q1 2026.
Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4419 holding.
53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.