SouthState Corp’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

SouthState Corp’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	$32.8K	Sell	1,807 -771	-30%	-$14K	﹤0.01%	550
2026 Q1	$46.6K	Hold	2,578	–	–	﹤0.01%	464
2025 Q4	$47.3K	Sell	2,578 -715	-22%	-$13.2K	﹤0.01%	461
2025 Q3	$60.8K	Sell	3,293 -1,279	-28%	-$23.3K	﹤0.01%	432
2025 Q2	$83.3K	Sell	4,572 -1,921	-30%	-$34.3K	﹤0.01%	450
2025 Q1	$116K	Buy	+6,493	New	+$115K	0.01%	410

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SouthState Corp's DIAL Position: Q2 2026 in Review

SouthState Corp reduced its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 30% in Q2 2026, selling an estimated $14K and leaving 1,807 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

SouthState Corp first reported a position in DIAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $116K in Q1 2025. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

SouthState Corp held 1,807 shares of Columbia Diversified Fixed Income Allocation ETF worth $32.8K as of Q2 2026.
SouthState Corp sold 771 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $14K.
Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #550 holding.
SouthState Corp first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2025 and has held it in 6 quarters since.
SouthState Corp's Columbia Diversified Fixed Income Allocation ETF position peaked at $116K in Q1 2025.
51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.