Raymond James Financial
DIAL icon

Raymond James Financial’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Raymond James Financial’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 		$1.07M Buy
59,017
+12,288
+26% +$226K ﹤0.01% 3802
2025
Q4 		$858K Buy
46,729
+3,237
+7% +$59.6K ﹤0.01% 3886
2025
Q3 		$802K Sell
43,492
-2,266
-5% -$41.3K ﹤0.01% 3829
2025
Q2 		$833K Buy
45,758
+1,060
+2% +$18.9K ﹤0.01% 3690
2025
Q1 		$799K Buy
44,698
+6,355
+17% +$113K ﹤0.01% 3646
2024
Q4 		$672K Buy
+38,343
New +$688K ﹤0.01% 3721

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
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

Raymond James Financial's DIAL Position: Q1 2026 in Review

Raymond James Financial increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 26% in Q1 2026, buying an estimated $226K and bringing the position to 59,017 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3802.

Raymond James Financial first reported a position in DIAL in Q4 2024 and has held it in 6 quarters since. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

  • Raymond James Financial held 59,017 shares of Columbia Diversified Fixed Income Allocation ETF worth $1.07M as of Q1 2026.
  • Raymond James Financial bought 12,288 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2026, an estimated $226K.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3802 holding.
  • Raymond James Financial first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2024 and has held it in 6 quarters since.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.