Thurston Springer Miller Herd & Titak’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Thurston Springer Miller Herd & Titak’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	–	Sell	-119	Closed	-$2.18K	–	1340
2025 Q4	$2.18K	Buy	+119	New	+$2.19K	﹤0.01%	1206
2025 Q3	–	Sell	-865	Closed	-$15.7K	–	741
2025 Q2	$15.7K	Hold	865	–	–	﹤0.01%	1020
2025 Q1	$15.5K	Buy	865 +194	+29%	+$3.44K	﹤0.01%	968
2024 Q4	$11.8K	Buy	671 +175	+35%	+$3.14K	﹤0.01%	850
2024 Q3	$9.16K	Hold	496	–	–	﹤0.01%	1072
2024 Q2	$8.75K	Buy	+496	New	+$8.7K	﹤0.01%	1066

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Thurston Springer Miller Herd & Titak's DIAL Position: Q1 2026 in Review

Thurston Springer Miller Herd & Titak sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2026, closing a stake of 119 shares — an estimated $2.18K sold.

Thurston Springer Miller Herd & Titak first reported a position in DIAL in Q2 2024 and held it in 6 quarters. The position peaked at $15.7K in Q2 2025. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

Thurston Springer Miller Herd & Titak reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2026 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 119 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2026, an estimated $2.18K.
Thurston Springer Miller Herd & Titak first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2024 and held it in 6 quarters.
Thurston Springer Miller Herd & Titak's Columbia Diversified Fixed Income Allocation ETF position peaked at $15.7K in Q2 2025.
53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q1 2026, filed 14 Apr 2026.