# COLUMBIA FUNDS SERIES TRUST I — merger/definitive [pending]
Source: SEC API (secapi.ai) · situation sit_5045b95aa41b47ab11f5 · retrieved 2026-08-12T21:29:12.998Z

## Overview
Columbia Funds Series Trust I is a mutual fund trust that manages various investment funds including the Columbia Integrated Large Cap Growth Fund II, which invests in large-cap growth equities.

The Boards of Trustees of Columbia Funds Series Trust I and Columbia ETF Trust I approved an Agreement and Plan of Reorganization on June 18, 2026, whereby Columbia Integrated Large Cap Growth Fund II (the Target Fund) will transfer all of its assets and liabilities to Columbia Large Cap Growth ETF (the Acquiring Fund) in exchange for shares of the Acquiring Fund. Target Fund shareholders will receive ETF shares of the Acquiring Fund equal in value to their investment in the Target Fund, less any cash distributed in lieu of fractional shares. The Reorganization does not require shareholder approval and is expected to close in the fourth quarter of 2026.

## Terms
- Counterparty: Columbia Large Cap Growth ETF · Consideration: stock

## Key dates
- Announced 2026-01-02 · Record 2025-10-02 · Vote 2025-09-05 · Expected close 2026-03-16

## Timeline
- 2026-01-02 · 425 (0001193125-26-000385): 425 - Columbia ETF Trust I — *Columbia ETF Trust I is an investment company that manages exchange-traded funds including the Columbia Large Cap Growth ETF and Columbia Core Bond ETF.* 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 will transfer all assets and liabilities to Columbia Core Bond ETF, and Columbia Integrated Large Cap Growth Fund will transfer all assets and liabilities to Columbia Large Cap Growth ETF, each in exchange for shares of the respective Acquiring Fund. 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/1551950/0001193125-26-000385.txt
- 2026-01-02 · 425 (0001193125-26-000392): 425 - Columbia ETF Trust I — *Columbia Integrated Large Cap Value Fund is a mutual fund that invests in large-cap value equities and is part of Columbia Funds Series Trust II.* The Boards of Trustees of Columbia Funds Series Trust II and Columbia ETF Trust I approved an Agreement and Plan of Reorganization on September 5, 2025, whereby Columbia Integrated Large Cap Value Fund (the Target Fund) will transfer all of its assets and liabilities to Columbia Research Enhanced Value ETF (the Acquiring Fund) in exchange for shares of the Acquiring Fund. The Reorganization does not require shareholder approval. Target Fund shareholders will receive ETF shares of the Acquiring Fund equal in value to their investment in the Target Fund (less cash to be distributed in lieu of fractional shares). The Reorganization is expected to close on or about March 16, 2026.
  https://www.sec.gov/Archives/edgar/data/1551950/0001193125-26-000392.txt
- 2026-08-03 · 425 (0001193125-26-329690): 425 - COLUMBIA FUNDS SERIES TRUST I — *Columbia Funds Series Trust I is a mutual fund trust that manages various investment funds including the Columbia Integrated Large Cap Growth Fund II, which invests in large-cap growth equities.* The Boards of Trustees of Columbia Funds Series Trust I and Columbia ETF Trust I approved an Agreement and Plan of Reorganization on June 18, 2026, whereby Columbia Integrated Large Cap Growth Fund II (the Target Fund) will transfer all of its assets and liabilities to Columbia Large Cap Growth ETF (the Acquiring Fund) in exchange for shares of the Acquiring Fund. Target Fund shareholders will receive ETF shares of the Acquiring Fund equal in value to their investment in the Target Fund, less any cash distributed in lieu of fractional shares. The Reorganization does not require shareholder approval and is expected to close in the fourth quarter of 2026.
  https://www.sec.gov/Archives/edgar/data/773757/0001193125-26-329690.txt

## Citations
- 0001193125-26-000385 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000119312526000385
- 0001193125-26-000392 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000119312526000392
- 0001193125-26-329690 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000119312526329690