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Steward Partners Investment Advisory’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Steward Partners Investment Advisory’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 		$30.4K Hold
1,683
– – ﹤0.01% 3035
2025
Q4 		$30.9K Sell
1,683
-102
-6% -$1.88K ﹤0.01% 2932
2025
Q3 		$32.9K Hold
1,785
– – ﹤0.01% 2827
2025
Q2 		$32.5K Hold
1,785
– – ﹤0.01% 2693
2025
Q1 		$31.9K Hold
1,785
– – ﹤0.01% 2602
2024
Q4 		$31.3K Sell
1,785
-395
-18% -$7.08K ﹤0.01% 2574
2024
Q3 		$40.3K Hold
2,180
– – ﹤0.01% 2342
2024
Q2 		$38.5K Hold
2,180
– – ﹤0.01% 2226
2024
Q1 		$38.8K Sell
2,180
-131
-6% -$2.32K ﹤0.01% 2231
2023
Q4 		$41.7K Hold
2,311
– – ﹤0.01% 2074
2023
Q3 		$38.9K Hold
2,311
– – ﹤0.01% 2025
2023
Q2 		$40.7K Hold
2,311
– – ﹤0.01% 1964
2023
Q1 		$41.3K Hold
2,311
– – ﹤0.01% 1944
2022
Q4 		$40K Hold
2,311
– – ﹤0.01% 1936
2022
Q3 		$39K Hold
2,311
– – ﹤0.01% 1906
2022
Q2 		$41K Buy
2,311
+102
+5% +$1.87K ﹤0.01% 1890
2022
Q1 		$43K Buy
2,209
+259
+13% +$5.22K ﹤0.01% 1987
2021
Q4 		$42K Buy
1,950
+447
+30% +$9.5K ﹤0.01% 1995
2021
Q3 		$32K Sell
1,503
-113
-7% -$2.44K ﹤0.01% 2096
2021
Q2 		$35K Sell
1,616
-992
-38% -$21.2K ﹤0.01% 3950
2021
Q1 		$55.1K Buy
2,608
+1,048
+67% +$22.6K ﹤0.01% 1935
2020
Q4 		$34K Buy
1,560
+707
+83% +$15.4K ﹤0.01% 1845
2020
Q3 		$18K Buy
853
+220
+35% +$4.75K ﹤0.01% 1926
2020
Q2 		$13K Buy
+633
New +$13.1K ﹤0.01% 1928

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 $2.18B AUM 26.57% 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

Steward Partners Investment Advisory's DIAL Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Columbia Diversified Fixed Income Allocation ETF (DIAL) position steady in Q1 2026 at 1,683 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3035.

Steward Partners Investment Advisory first reported a position in DIAL in Q2 2020 and has held it in 24 quarters since. The position peaked at $55.1K in Q1 2021. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

  • Steward Partners Investment Advisory held 1,683 shares of Columbia Diversified Fixed Income Allocation ETF worth $30.4K as of Q1 2026.
  • Steward Partners Investment Advisory left its Columbia Diversified Fixed Income Allocation ETF share count unchanged in Q1 2026.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3035 holding.
  • Steward Partners Investment Advisory first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2020 and has held it in 24 quarters since.
  • Steward Partners Investment Advisory's Columbia Diversified Fixed Income Allocation ETF position peaked at $55.1K in Q1 2021.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.