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Holdings (Monthly) Guide ↗

Columbia Convertible Securities Fund

· Columbia Funds Series Trust
Monthly Holdings $1.8B AUM 28 positions Period May 2026 Filed Jul 29, 2026 EDGAR ↗ ← All Funds
All 54 New 28 Added 25 Reduced 49 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 WESTERN DIGITAL CORP 958102AT2 Feb 2026 7,000,000 +500,000 $98.3M +103.7% 5.39% DBT
2 Bank of America Corp 060505682 Feb 2026 37,648 +8,000 $45.5M +23.5% 2.50% EP
3 LIVE NATION ENTERTAINMEN 538034BC2 Feb 2026 38,000,000 +5,000,000 $43.5M +17.6% 2.39% DBT
4 ORACLE CORP 68389X204 Feb 2026 560,000 +110,000 $36.1M +74.9% 1.98% EP
5 NEXTERA ENERGY INC 65339F119 Feb 2026 700,000 +250,000 $34.7M +48.0% 1.91% EP
6 CYBERARK SOFTWARE LTD 23248VAC9 Feb 2026 16,000,000 +5,000,000 $22.9M +103.9% 1.26% DBT
7 BARCLAYS BANK PLC 06744EDH7 Feb 2026 21,500,000 +9,500,000 $22.8M +85.2% 1.25% DBT
8 RIVIAN AUTO INC 76954AAD5 Feb 2026 20,000,000 +3,750,000 $20.7M +29.9% 1.14% DBT
9 CLOUDFLARE INC 18915MAE7 Feb 2026 16,000,000 +1,000,000 $20.1M +27.6% 1.10% DBT
10 WELLTOWER OP LLC 95041AAD0 Feb 2026 12,000,000 +2,000,000 $19.7M +18.8% 1.08% DBT
11 SNOWFLAKE INC 833445AD1 Feb 2026 11,000,000 +2,500,000 $19.5M +75.2% 1.07% DBT
12 BWX TECHNOLOGIES INC 05605HAD2 Feb 2026 18,000,000 +2,000,000 $18.5M +10.8% 1.02% DBT
13 STRATEGY INC 594972AL5 Feb 2026 16,000,000 +4,000,000 $17.9M +54.6% 0.98% DBT
14 HALOZYME THERAPEUTICS IN 40637HAJ8 Feb 2026 17,800,000 +2,950,000 $17.8M +15.5% 0.98% DBT
15 SOUTHERN CO 842587842 Feb 2026 330,000 +55,000 $16.6M +12.8% 0.91% EP
16 KKR & CO INC 48251W500 Feb 2026 400,000 +265,000 $16.5M +211.0% 0.91% EP
17 REALTY INCOME CORP 756109CY8 Feb 2026 15,500,000 +7,650,000 $15.9M +90.7% 0.87% DBT
18 FIRSTENERGY CORP 337932AU1 Feb 2026 14,500,000 +3,500,000 $15.9M +24.4% 0.87% DBT
19 CMS ENERGY CORP 125896BX7 Feb 2026 13,000,000 +1,500,000 $14.1M +7.9% 0.77% DBT
20 JBT MAREL CORP 477839AD6 Feb 2026 14,000,000 +3,000,000 $13.9M +19.2% 0.76% DBT
21 FLUOR CORP 343412AJ1 Feb 2026 11,000,000 +3,000,000 $13.4M +25.7% 0.73% DBT
22 BLACKSKY TECHNOLOGY INC 09263BAA6 Feb 2026 7,500,000 +500,000 $13.0M +68.5% 0.71% DBT
23 CENTRUS ENERGY CORP 15643UAF1 Feb 2026 11,000,000 +1,000,000 $11.8M +2.7% 0.65% DBT
24 INTEGER HOLDINGS CORP 45826HAB5 Feb 2026 9,900,000 +1,700,000 $11.8M +22.2% 0.65% DBT
25 PG&E CORP 69331C306 Feb 2026 250,000 +50,000 $10.2M +10.3% 0.56% EP
26 QXO INC 82846H504 Feb 2026 195,000 +45,000 $9.5M -4.4% 0.52% EP
27 CALEDONIA MINING CO 129286AA8 Feb 2026 8,500,000 +1,580,000 $8.3M +1.8% 0.45% DBT
28 HERTZ CORP/THE 428040DG1 Feb 2026 9,000,000 +2,000,000 $6.9M +43.1% 0.38% DBT