Finantrix Atlas · Fund family

Columbia Funds

164 funds with $307 billion in average net assets on their latest N-CEN reports; 30 adviser or service-provider changes reported in the year to Q3 2026.

164
funds
$307 billion
average net assets
30
changes reported, year to Q3 2026

Service providers

The three largest in each role, at each fund's latest N-CEN report; a fund can name more than one. Share is of the family's $307 billion in average net assets, summed over its funds as each reports them, so a fund that holds the family's other funds is counted with them.

RoleProviderFundsShare of assets
AdministratorColumbia Management Investment Advisers, LLC14298%
AdministratorThe Bank of New York Mellon142%
AdministratorState Street Bank and Trust Company131%
CustodianJPMorgan Chase Bank, N.A.14298%
CustodianThe Bank of New York Mellon142%
CustodianState Street Bank and Trust Company131%
Transfer agentColumbia Management Investment Services Corp.14197%
Transfer agentThe Bank of New York Mellon142%
Transfer agentState Street Bank and Trust Company131%
AuditorPricewaterhouseCoopers LLP164100%

Changes reported in the past four quarters

FiledFundChangeWasNowIssue
2026-07-07Multi-Manager Directional Alternative Strategies FundSub-adviser hired—Los Angeles Capital Management LLCQ3 2026
2026-06-12Columbia Integrated Large Cap Growth Fund IISub-adviser terminatedLoomis, Sayles & Company, L.P.—Q2 2026
2026-06-12Columbia Integrated Large Cap Growth Fund IISub-adviser terminatedJ.P. Morgan Investment Management Inc.—Q2 2026
2026-06-12Columbia Integrated Large Cap Growth Fund IISub-adviser terminatedLos Angeles Capital Management LLC—Q2 2026
2026-03-10Columbia Acorn FundAdministrator changedColumbia Wanger Asset Management, LLCColumbia Management Investment Advisers, LLCQ1 2026
2026-03-10Columbia Acorn FundAdviser hired—Columbia Management Investment Advisers, LLCQ1 2026
2026-03-10Columbia Acorn FundAdviser terminatedColumbia Wanger Asset Management, LLC—Q1 2026
2026-03-10Columbia Acorn InternationalAdministrator changedColumbia Wanger Asset Management, LLCColumbia Management Investment Advisers, LLCQ1 2026
2026-03-10Columbia Acorn InternationalAdviser hired—Columbia Management Investment Advisers, LLCQ1 2026
2026-03-10Columbia Acorn InternationalAdviser terminatedColumbia Wanger Asset Management, LLC—Q1 2026
2026-03-10Columbia Acorn International SelectAdministrator changedColumbia Wanger Asset Management, LLCColumbia Management Investment Advisers, LLCQ1 2026
2026-03-10Columbia Acorn International SelectAdviser hired—Columbia Management Investment Advisers, LLCQ1 2026
2026-03-10Columbia Acorn International SelectAdviser terminatedColumbia Wanger Asset Management, LLC—Q1 2026
2026-03-10Columbia Thermostat FundAdministrator changedColumbia Wanger Asset Management, LLCColumbia Management Investment Advisers, LLCQ1 2026
2026-03-10Columbia Thermostat FundAdviser hired—Columbia Management Investment Advisers, LLCQ1 2026
2026-03-10Columbia Thermostat FundAdviser terminatedColumbia Wanger Asset Management, LLC—Q1 2026
2026-03-10Columbia Acorn European FundAdministrator changedColumbia Wanger Asset Management, LLCColumbia Management Investment Advisers, LLCQ1 2026
2026-03-10Columbia Acorn European FundAdviser hired—Columbia Management Investment Advisers, LLCQ1 2026
2026-03-10Columbia Acorn European FundAdviser terminatedColumbia Wanger Asset Management, LLC—Q1 2026
2026-03-10CTIVP - Wellington Large Cap Value FundSub-adviser hired—Wellington Management Company LLPQ1 2026
2026-03-10CTIVP - Wellington Large Cap Value FundSub-adviser terminatedMassachusetts Financial Services Company—Q1 2026
2026-03-10Variable Portfolio - Partners Small Cap Growth FundSub-adviser hired—Segall Bryant & Hamill, LLCQ1 2026
2026-03-10Variable Portfolio - Partners Small Cap Growth FundSub-adviser hired—Goldman Sachs Asset Management, L.P.Q1 2026
2026-03-10Variable Portfolio - Partners Small Cap Growth FundSub-adviser terminatedAllspring Global Investments, LLC—Q1 2026
2026-03-10Columbia Variable Portfolio - Acorn FundAdministrator changedColumbia Wanger Asset Management, LLCColumbia Management Investment Advisers, LLCQ1 2026
2026-03-10Columbia Variable Portfolio - Acorn FundAdviser hired—Columbia Management Investment Advisers, LLCQ1 2026
2026-03-10Columbia Variable Portfolio - Acorn FundAdviser terminatedColumbia Wanger Asset Management, LLC—Q1 2026
2026-03-10Columbia Variable Portfolio - Acorn International FundAdministrator changedColumbia Wanger Asset Management, LLCColumbia Management Investment Advisers, LLCQ1 2026
2026-03-10Columbia Variable Portfolio - Acorn International FundAdviser hired—Columbia Management Investment Advisers, LLCQ1 2026
2026-03-10Columbia Variable Portfolio - Acorn International FundAdviser terminatedColumbia Wanger Asset Management, LLC—Q1 2026

From public regulatory filings, as filed; no figure is estimated. Updated 2026-10-28. Not investment advice.