Capital Investment Advisory Services’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Capital Investment Advisory Services’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 Q2	$296K	Buy	+5,500	New	+$273K	0.02%	588
2019 Q4	–	Sell	-2,001	Closed	-$42K	–	1159
2019 Q3	$42K	Buy	2,001 +404	+25%	+$8.46K	0.01%	605
2019 Q2	$34K	Buy	1,597 +36	+2%	+$747	0.01%	643
2019 Q1	$31K	Buy	+1,561	New	+$30.2K	0.01%	584

Other funds holding STK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $295M AUM

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Investment Advisory Services's STK Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in Columbia Seligman Premium Technology Growth Fund (STK) in Q2 2026: 5,500 shares worth $296K. The stake represents 0.02% of the portfolio and ranks #588 among its holdings. This is a return to the name: Capital Investment Advisory Services previously reported a position in STK as recently as Q3 2019.

Capital Investment Advisory Services first reported a position in STK in Q1 2019 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold STK as of Q2 2026.

Capital Investment Advisory Services held 5,500 shares of Columbia Seligman Premium Technology Growth Fund worth $296K as of Q2 2026.
Columbia Seligman Premium Technology Growth Fund was a new Capital Investment Advisory Services position in Q2 2026.
Columbia Seligman Premium Technology Growth Fund made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #588 holding.
Capital Investment Advisory Services first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2019 and has held it in 4 quarters since.
100 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.