# COLUMBIA FUNDS SERIES TRUST I — merger/definitive [pending]
Source: SEC API (secapi.ai) · situation sit_0b618b9bf6e511c0616d · retrieved 2026-08-11T15:52:20.041Z

## Overview
Columbia Funds Series Trust I is a registered investment company that manages multiple mutual funds including the Columbia Select Large Cap Growth Fund and Columbia Cornerstone Growth Fund.

Columbia Funds Series Trust I's Board of Trustees approved an Agreement and Plan of Reorganization on June 18, 2026, whereby Columbia Select Large Cap Growth Fund (Target Fund) will transfer all of its assets and liabilities to Columbia Cornerstone Growth Fund (Acquiring Fund) in exchange for shares of the Acquiring Fund. The Reorganization does not require shareholder approval under the Investment Company Act of 1940. The transaction is expected to close in the fourth quarter of 2026 and is expected to be a tax-free reorganization for U.S. federal income tax purposes. Target Fund shareholders will receive a combined Information Statement/Prospectus with further details regarding the Reorganization and the Acquiring Fund.

## Terms
- Counterparty: Columbia Cornerstone Growth Fund · Consideration: stock

## Key dates
- Announced 2026-01-02 · Record 2025-10-02 · Vote 2026-06-18 · Expected close 2026-03-16

## Timeline
- 2026-01-02 · 425 (0001193125-26-000384): 425 - COLUMBIA FUNDS SERIES TRUST I — *Columbia Funds Series Trust I is a mutual fund trust offering bond and equity funds, including the Columbia Bond Fund and Columbia Integrated Large Cap Growth Fund, which are reorganizing into exchange-traded fund structures.* The Boards of Trustees of Columbia Funds Series Trust I, Columbia Funds Series Trust II, and Columbia ETF Trust I approved an Agreement and Plan of Reorganization on September 5, 2025, whereby Columbia Bond Fund and Columbia Integrated Large Cap Growth Fund (Target Funds) will transfer all assets and liabilities to Columbia Core Bond ETF and Columbia Large Cap Growth ETF (Acquiring Funds), respectively, in exchange for ETF shares. The Reorganizations do not require shareholder approval. Each Reorganization is expected to close on or about March 16, 2026. Target Fund shareholders will receive ETF shares of the corresponding Acquiring Fund equal in value to their investment in the Target Fund, less cash distributed in lieu of fractional shares.
  https://www.sec.gov/Archives/edgar/data/773757/0001193125-26-000384.txt
- 2026-08-03 · 425 (0001193125-26-329588): 425 - COLUMBIA FUNDS SERIES TRUST I — *Columbia Funds Series Trust I is a registered investment company that manages multiple mutual funds including the Columbia Select Large Cap Growth Fund and Columbia Cornerstone Growth Fund.* Columbia Funds Series Trust I's Board of Trustees approved an Agreement and Plan of Reorganization on June 18, 2026, whereby Columbia Select Large Cap Growth Fund (Target Fund) will transfer all of its assets and liabilities to Columbia Cornerstone Growth Fund (Acquiring Fund) in exchange for shares of the Acquiring Fund. The Reorganization does not require shareholder approval under the Investment Company Act of 1940. The transaction is expected to close in the fourth quarter of 2026 and is expected to be a tax-free reorganization for U.S. federal income tax purposes. Target Fund shareholders will receive a combined Information Statement/Prospectus with further details regarding the Reorganization and the Acquiring Fund.
  https://www.sec.gov/Archives/edgar/data/773757/0001193125-26-329588.txt

## Citations
- 0001193125-26-000384 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000119312526000384
- 0001193125-26-329588 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000119312526329588