13F Insight
DOSSIER · 13F Holders · Q1 2026

Columbia Diversified Equity Income Fund (Class R)

3 institutions still hold Columbia Diversified Equity Income Fund (Class R) as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19766M857·3 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$3M
visible holders
Holders
3
filers reporting
Concentration
84.01%
Redwood Wealth Management Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

3 institutions reported Columbia Diversified Equity Income Fund (Class R) in Q1 2026. Redwood Wealth Management Group, LLC leads at 84.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Redwood Wealth Management Group, LLC
CIK 0001963839
$2M60K0.99%Q1 202602
Sequent Asset Management, LLC
CIK 0001509550
$240K6K0.10%Q2 202603
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$195K5K0.03%Q2 2026