4 institutions reported holding $2.2M of COLUMBIA FDS SER TR I (CDDYX) in SEC 13F filings for 2026-03-31. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($927,837), Diversified Trust Co ($882,494), Fulton Bank, N.A. ($207,620), NORTH STAR ASSET MANAGEMENT INC ($203,463). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $927,837 | 24,327 | Added |
| 2 | Diversified Trust Co | $882,494 | 23,138 | Added |
| 3 | Fulton Bank, N.A. | $207,620 | 5,443 | Hold |
| 4 | NORTH STAR ASSET MANAGEMENT INC | $203,463 | 5,335 | New |
Source: SEC Form 13F filings · as of 2026-03-31