COLUMBIA FUNDS SERIES TRUST I - COLTX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Private Capital Advisors, Inc. | History | Added to | 84,330 | 917 | 0.08% | 0.09% | 1 | +853 | 1.02% | Q3 2026 | Oct 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 7,023 | 83 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |