Mainstay Capital Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Mainstay Capital Management’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	$598K	Buy	32,919 +10	+0%	+$182	0.04%	91
2026 Q1	$595K	Buy	32,909 +5,088	+18%	+$93.4K	0.05%	91
2025 Q4	$511K	Buy	27,821 +15,975	+135%	+$294K	0.04%	82
2025 Q3	$219K	Buy	+11,846	New	+$216K	0.02%	116

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

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CIA

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

Mainstay Capital Management's DIAL Position: Q2 2026 in Review

Mainstay Capital Management increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 0.03% in Q2 2026, buying an estimated $182 and bringing the position to 32,919 shares worth $598K. The position accounts for 0.04% of the portfolio, ranked #91.

Mainstay Capital Management first reported a position in DIAL in Q3 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

Mainstay Capital Management held 32,919 shares of Columbia Diversified Fixed Income Allocation ETF worth $598K as of Q2 2026.
Mainstay Capital Management bought 10 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $182.
Columbia Diversified Fixed Income Allocation ETF made up 0.04% of Mainstay Capital Management's portfolio in Q2 2026, its #91 holding.
Mainstay Capital Management first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2025 and has held it in 4 quarters since.
51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on Mainstay Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.