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Synergy Investment Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Synergy Investment 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
Q1 		$45.9K Buy
+2,538
New +$46.6K 0.02% 294

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

Synergy Investment Management's DIAL Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2026: 2,538 shares worth $45.9K. The stake represents 0.02% of the portfolio and ranks #294 among its holdings.

53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

  • Synergy Investment Management held 2,538 shares of Columbia Diversified Fixed Income Allocation ETF worth $45.9K as of Q1 2026.
  • Columbia Diversified Fixed Income Allocation ETF was a new Synergy Investment Management position in Q1 2026.
  • Columbia Diversified Fixed Income Allocation ETF made up 0.02% of Synergy Investment Management's portfolio in Q1 2026, its #294 holding.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.