# COLUMBIA FUNDS SERIES TRUST — merger/definitive [pending] Source: sec.gov · situation sit_dcf9de9d10d321b003ed · public 3715603414234232793 · retrieved 2026-08-21T18:04:24.593Z ## Overview Columbia Small Company Equity Fund is a mutual fund offering multiple share classes (A, B, C, G, T, Z) that invests in small company equities. 811-09645) Supplement dated July 1, 2026 to the Prospectus and Summary Prospectus of the following fund:   Fund Prospectus and Summary Prospectus Dated Columbia Funds Series Trust  Columbia Large Cap Growth Opportunity Fund 7/1/2026 As previously announced, at a meeting held on June 18, 2026, the Boards of Trustees of Columbia Funds Series Trust and Columbia Funds Series Trust I (the Board) approved an Agreement and Plan of Reorganization pursuant to which Columbia Large Cap Growth Opportunity Fund (the Target Fund) will transfer all of its assets and liabilities to Columbia Cornerstone Growth Fund (the Acquiring Fund) in exchange for shares of the Acquiring Fund (the Reorganization). ## Terms - Counterparty: Columbia Small Cap Growth Fund II · Consideration: stock ## Key dates - Announced 2006-04-25 · Vote 2006-09-06 · Expected close 2006-09-30 ## Timeline - 2006-04-25 · 425 (0000950135-06-002595): 425 - COLUMBIA FUNDS SERIES TRUST — *Columbia Funds is a mutual fund complex offering diversified investment strategies across equity, fixed income, and tax-exempt fund categories; it is the primary investment management division of Bank of America Corporation.* Columbia Management has proposed mergers of seven mutual funds, approved by the funds' Board of Trustees and subject to shareholder approval at a special meeting scheduled for September 6, 2006. The proposed mergers include: Columbia Small Company Equity Fund into Columbia Small Cap Growth Fund II; Columbia Intermediate Core Bond Fund into Columbia Core Bond Fund; Columbia Utilities Fund into Columbia Dividend Income Fund; Columbia Marsico Mid Cap Growth Fund into Columbia Mid Cap Growth Fund; Columbia Tax-Exempt Insured Fund into Columbia Tax-Exempt Fund and Columbia Municipal Income Fund; and Columbia Tax-Managed Growth Fund into Columbia Large Cap Growth Fund and Columbia Growth Stock Fund. If approved by shareholders, the mergers are tentatively scheduled for mid to late September 2006, and are expected to be tax-free for federal income tax purposes. https://www.sec.gov/Archives/edgar/data/1097519/0000950135-06-002595.txt - 2006-04-25 · 425 (0000950135-06-002596): 425 - COLUMBIA FUNDS SERIES TRUST — *Columbia Funds is a mutual fund complex offering municipal bond funds and other investment products, managed by Columbia Management, the primary investment management division of Bank of America Corporation.* Columbia Management proposed a merger of Columbia Florida Intermediate Municipal Bond Fund and Columbia Texas Intermediate Municipal Bond Fund into Columbia Intermediate Municipal Bond Fund. The merger was approved by the funds' Board of Trustees and is subject to shareholder approval at a special meeting scheduled for September 6, 2006. If approved by shareholders, the merger is tentatively scheduled for mid to late September 2006, and is expected to be tax-free for federal income tax purposes. The Trustees considered overlap in portfolio management teams, greater diversification of holdings with little or no loss of state tax benefits, and opportunities for expense savings. https://www.sec.gov/Archives/edgar/data/1097519/0000950135-06-002596.txt - 2006-04-25 · 425 (0000950135-06-002597): 425 - COLUMBIA FUNDS SERIES TRUST — *Columbia Funds Series Trust is a mutual fund complex offering multiple series of funds including mid-cap growth, municipal income, municipal bond, and core bond funds across multiple share classes.* The Board of Trustees of Columbia Funds Series Trust has approved the reorganization of five funds (Columbia Marsico Mid Cap Growth Fund, Columbia Municipal Income Fund, Columbia Florida Intermediate Municipal Bond Fund, Columbia Texas Intermediate Municipal Bond Fund, and Columbia Intermediate Core Bond Fund) into corresponding series of Columbia Funds Series Trust I. Shareholders will vote on an Agreement and Plan of Reorganization at a special shareholder meeting expected to be held on or about September 6, 2006. If approved and other conditions are satisfied, the reorganizations are anticipated to take place in mid to late September 2006, with Class A, B, C, and Z shares of each Fund exchanged for shares of equal dollar value in an identical class of the corresponding Acquiring Fund. https://www.sec.gov/Archives/edgar/data/1097519/0000950135-06-002597.txt - 2006-04-26 · 425 (0000950135-06-002633): 425 - COLUMBIA FUNDS SERIES TRUST — *Columbia Small Company Equity Fund is a mutual fund offering multiple share classes (A, B, C, G, T, Z) that invests in small company equities.* The Board of Trustees of Columbia Small Company Equity Fund approved a proposal to reorganize the Fund into Columbia Small Cap Growth Fund II, with all assets transferred to the Acquiring Fund and shareholders receiving shares of the Acquiring Fund in exchange for their shares. Shareholders are scheduled to vote on the reorganization at a special meeting expected to be held in the third quarter of 2006, with the merger proposed to take place shortly after shareholder approval. The merger is expected to be tax-free for federal income tax purposes. https://www.sec.gov/Archives/edgar/data/1097519/0000950135-06-002633.txt - 2026-06-18 · 425 (0001193125-26-275796): 425 - COLUMBIA FUNDS SERIES TRUST — 811-09645) Supplement dated June 18, 2026 to the Prospectus, Summary Prospectus, and Statement of Additional Information (SAI), each as supplemented as applicable, of the following fund:   Fund Prospectus and Summary Prospectus Dated SAI Dated Columbia Funds Series Trust  Columbia Large Cap Growth Opportunity Fund 7/1/2025 6/1/2026 At a meeting held on June 18, 2026, the Boards of Trustees of Columbia Funds Series Trust and Columbia Funds Series Trust I (the Board) approved an Agreement and Plan of Reorganization pursuant to which Columbia Large Cap Growth Opportunity Fund (the Target Fund) will transfer all of its assets and liabilities to Columbia Cornerstone Growth Fund (the Acquiring Fund) in exchange for shares of the Acquiring Fund (the Reorganization). https://www.sec.gov/Archives/edgar/data/1097519/0001193125-26-275796.txt - 2026-07-01 · 425 (0001193125-26-291688): 425 - COLUMBIA FUNDS SERIES TRUST — 811-09645) Supplement dated July 1, 2026 to the Prospectus and Summary Prospectus of the following fund:   Fund Prospectus and Summary Prospectus Dated Columbia Funds Series Trust  Columbia Large Cap Growth Opportunity Fund 7/1/2026 As previously announced, at a meeting held on June 18, 2026, the Boards of Trustees of Columbia Funds Series Trust and Columbia Funds Series Trust I (the Board) approved an Agreement and Plan of Reorganization pursuant to which Columbia Large Cap Growth Opportunity Fund (the Target Fund) will transfer all of its assets and liabilities to Columbia Cornerstone Growth Fund (the Acquiring Fund) in exchange for shares of the Acquiring Fund (the Reorganization). https://www.sec.gov/Archives/edgar/data/1097519/0001193125-26-291688.txt ## Citations - 0000950135-06-002595 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000095013506002595 - 0000950135-06-002596 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000095013506002596 - 0000950135-06-002597 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000095013506002597 - 0000950135-06-002633 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000095013506002633 - 0001193125-26-275796 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000119312526275796 - 0001193125-26-291688 — https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=&dateb=&owner=include&count=40&search_text=000119312526291688