DOSSIER · 13F Holders · Q2 2026
COLTX

Columbia Tax-Exempt A

2 institutions still hold Columbia Tax-Exempt A as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19765L850·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
2
filers reporting
Concentration
92.24%
Private Capital Advisors, Inc. #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported COLTX in Q2 2026. Private Capital Advisors, Inc. leads at 92.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Private Capital Advisors, Inc.
CIK 0001350780
$990K83K0.09%Q2 2026
02
RICHARDSON FINANCIAL SERVICES INC.
CIK 0002012303
$83K7K0.05%Q2 2026