Stifel Financial
DIAL icon

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

Stifel 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
2025
Q3 		– Sell
-13,835
Closed -$252K – 3565
2025
Q2 		$252K Buy
13,835
+28
+0.2% +$500 ﹤0.01% 3139
2025
Q1 		$247K Buy
13,807
+466
+3% +$8.27K ﹤0.01% 3081
2024
Q4 		$234K Buy
13,341
+33
+0.2% +$592 ﹤0.01% 3097
2024
Q3 		$246K Buy
13,308
+25
+0.2% +$453 ﹤0.01% 3056
2024
Q2 		$234K Buy
13,283
+25
+0.2% +$439 ﹤0.01% 3035
2024
Q1 		$236K Buy
13,258
+127
+1% +$2.25K ﹤0.01% 3028
2023
Q4 		$237K Buy
+13,131
New +$225K ﹤0.01% 2977
2023
Q2 		– Sell
-10,971
Closed -$196K – 3339
2023
Q1 		$196K Sell
10,971
-32
-0.3% -$565 ﹤0.01% 3058
2022
Q4 		$190K Buy
+11,003
New +$189K ﹤0.01% 2991
2022
Q3 		– Sell
-12,873
Closed -$227K – 3307
2022
Q2 		$227K Sell
12,873
-797
-6% -$14.6K ﹤0.01% 2908
2022
Q1 		$266K Sell
13,670
-29,655
-68% -$598K ﹤0.01% 2955
2021
Q4 		$923K Buy
43,325
+1,537
+4% +$32.7K ﹤0.01% 2187
2021
Q3 		$893K Buy
41,788
+1,199
+3% +$25.9K ﹤0.01% 2183
2021
Q2 		$875K Buy
40,589
+3,941
+11% +$84.3K ﹤0.01% 2205
2021
Q1 		$774K Buy
36,648
+8,191
+29% +$177K ﹤0.01% 2174
2020
Q4 		$629K Buy
+28,457
New +$619K ﹤0.01% 2168

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial's DIAL Position: Q3 2025 in Review

Stifel Financial sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2025, closing a stake of 13,835 shares — an estimated $252K sold.

Stifel Financial first reported a position in DIAL in Q4 2020 and held it in 16 quarters. The position peaked at $923K in Q4 2021. 55 funds tracked by Wall St. Rank hold DIAL as of Q3 2025.

  • Stifel Financial reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 13,835 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2025, an estimated $252K.
  • Stifel Financial first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2020 and held it in 16 quarters.
  • Stifel Financial's Columbia Diversified Fixed Income Allocation ETF position peaked at $923K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.