Concurrent Investment Advisors’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Concurrent Investment Advisors’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	$591K	Buy	10,976 +2,539	+30%	+$126K	0.01%	1309
2026 Q1	$320K	Sell	8,437 -1,717	-17%	-$67.7K	﹤0.01%	1459
2025 Q4	$374K	Buy	10,154 +501	+5%	+$18.4K	﹤0.01%	1279
2025 Q3	$341K	Buy	9,653 +57	+0.6%	+$1.82K	0.01%	1099
2025 Q2	$292K	Buy	9,596 +1,331	+16%	+$37.6K	0.01%	1075
2025 Q1	$231K	Sell	8,265 -743	-8%	-$23.4K	0.01%	1060
2024 Q4	$288K	Buy	9,008 +483	+6%	+$16.1K	0.01%	846
2024 Q3	$286K	Buy	8,525 +361	+4%	+$11.8K	0.01%	799
2024 Q2	$272K	Buy	8,164 +1,070	+15%	+$34.1K	0.01%	774
2024 Q1	$226K	Buy	+7,094	New	+$228K	0.01%	761

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

Concurrent Investment Advisors's STK Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Columbia Seligman Premium Technology Growth Fund (STK) stake by 30% in Q2 2026, buying an estimated $126K and bringing the position to 10,976 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #1309.

Concurrent Investment Advisors first reported a position in STK in Q1 2024 and has held it in 10 quarters since. 100 funds tracked by Wall St. Rank hold STK as of Q2 2026.

Concurrent Investment Advisors held 10,976 shares of Columbia Seligman Premium Technology Growth Fund worth $591K as of Q2 2026.
Concurrent Investment Advisors bought 2,539 Columbia Seligman Premium Technology Growth Fund shares in Q2 2026, an estimated $126K.
Columbia Seligman Premium Technology Growth Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1309 holding.
Concurrent Investment Advisors first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2024 and has held it in 10 quarters since.
100 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.