DOSSIER · 13F Holders · Q3 2026
COLTX

Columbia Tax-Exempt A

2 institutions still hold Columbia Tax-Exempt A as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19765L850·2 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$995K
visible holders
Holders
2
filers reporting
Concentration
92.24%
Private Capital Advisors, Inc. #1
top holder share
AI Holders Summary · Q3 2026

2 institutions reported COLTX in Q3 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
$918K84K0.08%Q3 2026
02
RICHARDSON FINANCIAL SERVICES INC.
CIK 0002012303
$77K7K0.04%Q3 2026