COLUMBIA DIVIDEND INCOME INST2

Institutions

Combined AUM (Q2 2026)

$2.7M

Combined Shares (Q2 2026)

70,791

Overall Trend

Decrease

All institutions combined

📥 Inflow (Q1 2026→Q2 2026)

+5,927

1 · 1 New Buys · ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-9,180

2 · 1 Exit · ≈ —

⚖️ Net

-3,253

—

Net Sell

💰 Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$2.7M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Redwood Wealth Management Group, LLC	0.97%	0.99%	#1	$2.3M	60,044	$2.3M	60,044	00.00%	Unchanged
Sequent Asset Management, LLC	0.1%	—	#2	$239,926	5,927	$0	0	+5,927	New Buy
KELLEHER FINANCIAL ADVISORS	0.03%	0.06%	#3	$195,126	4,820	$222,442	5,843	-1,023-17.51%	Reduce

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow