Columbia Small Cap Value and Inflection Fund

Columbia Small Cap Value and Inflection Fund is a registered fund series of COLUMBIA FUNDS SERIES TRUST (series S000010793). Net assets $868.5M as of 2026-05-31.

Profile

Advisers

Top holdings (102 reported)

Showing 15 of 102 holdings by value.

HoldingTickerValue% of fund
Phillips Edison & Co Inc$17.8M204.45%
StoneX Group Inc$15.6M179.12%
Polaris Inc$15.4M177.16%
Commercial Metals Co$15.2M175.12%
BankUnited Inc$14.8M170.17%
Texas Capital Bancshares Inc$14.4M165.83%
Fulton Financial Corp$14.1M161.89%
Synaptics Inc$13.9M159.64%
Cabot Corp$13.8M159.18%
Essent Group Ltd$13.3M153.36%
OPENLANE Inc$13.2M152.44%
Amneal Pharmaceuticals Inc$12.9M148.54%
Taylor Morrison Home Corp$12.5M143.63%
Broadstone Net Lease Inc$12.5M143.63%
Lionsgate Studios Corp$11.8M136.31%

Net asset history

Report dateNet assets
2026-05-31$868.5M
2026-02-28$826.4M
2025-11-30$824.4M
2025-08-31$887.0M
2025-05-31$810.4M
2025-02-28$868.8M
2024-11-30$1.1B
2024-08-31$1.0B

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