CUSIP 19766M840
COLUMBIA FDS SER TR I
5 institutions · $2.0M total · 53,147 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Wall Street Access Asset Management, LLC | 24,222 | $898.4K | 45.57% | 2025-12-31 |
| 2 | Diversified Trust Co | 23,064 | $855.4K | 43.39% | 2025-12-31 |
| 3 | Fulton Bank, N.A. | 5,443 | $201.9K | 10.24% | 2025-12-31 |
| 4 | Brooklyn Investment Group | 383 | $13.6K | 0.72% | 2025-06-30 |
| 5 | RFP Financial Group LLC | 35 | $1.1K | 0.06% | 2024-06-30 |