Advisor OS’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Advisor OS’s Portfolio STK Stock Details STK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$381K	Buy	+7,088	New	+$365K	0.03%	366

Other funds holding STK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

Advisory Advocates Grand Rapids, Michigan $116M AUM 14.5% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Advisor OS's STK Position: Q3 2026 in Review

Advisor OS opened a new position in Columbia Seligman Premium Technology Growth Fund (STK) in Q3 2026: 7,088 shares worth $381K. The stake represents 0.03% of the portfolio and ranks #366 among its holdings.

59 funds tracked by Wall St. Rank hold STK as of Q3 2026.

Advisor OS held 7,088 shares of Columbia Seligman Premium Technology Growth Fund worth $381K as of Q3 2026.
Columbia Seligman Premium Technology Growth Fund was a new Advisor OS position in Q3 2026.
Columbia Seligman Premium Technology Growth Fund made up 0.03% of Advisor OS's portfolio in Q3 2026, its #366 holding.
59 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q3 2026.

Based on Advisor OS's 13F filing for Q3 2026, filed 3 Nov 2026.