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ECON — COLUMBIA RESEARCH ENHANCED EME

Reported value held$28.72M
Funds holding (latest)10
Sector—
Funds holding (Q2 2026)6
Institutional value$26.31M · 725.88K sh
New / Add / Cut / Exit0 / 1 / 2 / 2
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -11.6% (-94.93K sh)
Institutional value change Up +11.5%

As of Q2 2026, 6 SEC-registered investment managers reported holding ECON (COLUMBIA RESEARCH ENHANCED EME) in their latest 13F filings, with a combined reported value of $26.31M across 725.88K shares. That is -11.6% by share count (-94.93K shares) versus the previous quarter, while reported value moved +11.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 added to existing stakes, 2 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 6 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 453.48K $16.44M 0.00% Hold
Morgan Stanley history 264.12K $9.57M 0.00% Reduce
UBS Group AG history 6.96K $252.44K 0.00% Reduce
Fidelity Management & Research (FMR) history 1.19K $43.05K 0.00% Add
Wells Fargo & Co history 112 $4.05K 0.00% Hold
PNC Financial Services history 17 $616 0.00% Hold

Q1 2026 — 8 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 451.94K $12.99M 0.00% Add
Morgan Stanley history 285.51K $8.21M 0.00% Add
Goldman Sachs Group history 48.12K $1.38M 0.00% New
Citadel Advisors history 26.47K $760.86K 0.00% New
UBS Group AG history 7.78K $223.51K 0.00% Reduce
Fidelity Management & Research (FMR) history 861 $24.75K 0.00% Hold
Wells Fargo & Co history 112 $3.21K 0.00% Add
PNC Financial Services history 17 $489 0.00% Hold

Q4 2025 — 6 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 427.20K $11.68M 0.00% Reduce
Morgan Stanley history 144.78K $3.96M 0.00% Reduce
UBS Group AG history 19.37K $529.46K 0.00% Reduce
Fidelity Management & Research (FMR) history 861 $23.53K 0.00% Add
Wells Fargo & Co history 80 $2.20K 0.00% Add
PNC Financial Services history 17 $465 0.00% Hold

Q3 2025 — 7 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 435.25K $11.54M 0.00% Reduce
Morgan Stanley history 147.86K $3.92M 0.00% Reduce
UBS Group AG history 19.84K $526.02K 0.00% Reduce
Goldman Sachs Group history 19.50K $517.14K 0.00% New
Fidelity Management & Research (FMR) history 526 $13.95K 0.00% New
PNC Financial Services history 17 $451 0.00% Hold
Wells Fargo & Co history 1 $24 0.00% Reduce

Q2 2025 — 7 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 453.26K $10.87M 0.00% Add
Morgan Stanley history 151.09K $3.62M 0.00% Reduce
UBS Group AG history 27.86K $668.06K 0.00% Add
Citadel Advisors history 17.11K $410.13K 0.00% Reduce
Northern Trust Corp history 10.50K $251.73K 0.00% Hold
Wells Fargo & Co history 500 $11.99K 0.00% Hold
PNC Financial Services history 17 $408 0.00% Hold

Q1 2025 — 8 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 450.72K $9.82M 0.00% Reduce
Morgan Stanley history 180.80K $3.94M 0.00% Reduce
Citadel Advisors history 118.44K $2.58M 0.00% Add
UBS Group AG history 27.24K $593.49K 0.00% Reduce
Northern Trust Corp history 10.50K $228.79K 0.00% Hold
Wells Fargo & Co history 500 $10.90K 0.00% Reduce
Fidelity Management & Research (FMR) history 298 $6.49K 0.00% Add
PNC Financial Services history 17 $370 0.00% Hold

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 10 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Bank of America Corp 453.48K 451.94K 427.20K 435.25K 453.26K 450.72K 550.38K 609.83K 515.66K 533.68K 647.13K 493.49K 516.91K 973.93K 990.65K 768.42K 1.35M 1.36M 1.38M 1.30M
Morgan Stanley 264.12K 285.51K 144.78K 147.86K 151.09K 180.80K 194.06K 216.56K 226.79K 223.33K 256.40K 382.42K 364.19K 376.11K 413.40K 624.22K 801.49K 819.71K 949.10K 965.01K
UBS Group AG 6.96K 7.78K 19.37K 19.84K 27.86K 27.24K 30.17K 29.49K 34.86K 278.82K 285.21K 296.57K 309.64K 361.58K 134.91K 332.95K 350.82K 324.11K 347.88K 350.56K
Fidelity Management & Research (FMR) 1.19K 861 861 526 — 298 17 17 17 17 39 — 1 1 — — — — 346 874
Wells Fargo & Co 112 112 80 1 500 500 627 509 8.04K 25.48K 23.20K 16.48K 30.88K 30.77K 24.62K 19.45K 19.77K 19.28K 32.20K 32.73K
PNC Financial Services 17 17 17 17 17 17 17 17 17 17 17 17 17 17 17 17 17 17 17 91
Citadel Advisors — 26.47K — — 17.11K 118.44K 31.19K — 41.11K 23.08K — — — 9.80K 17.43K 55.66K — — — —
Goldman Sachs Group — 48.12K — 19.50K — — — — — — — — — — — — — 11.72K — —
JPMorgan Chase & Co — — — — — — 362 66 10.25K — 50 — — — — — — — — —
Northern Trust Corp — — — — 10.50K 10.50K 10.50K 58.95K 44.50K 44.50K 44.50K 44.50K 44.50K 44.50K 44.00K 44.00K 44.00K 44.00K 44.00K 44.00K

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