Corient Private Wealth
STK

Corient Private Wealth’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Corient Private Wealth’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
Q1 		– Sell
-12,437
Closed -$62.5K – 3016
2025
Q4 		$62.5K Buy
+12,437
New +$457K ﹤0.01% 2668

Other funds holding STK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Corient Private Wealth's STK Position: Q1 2026 in Review

Corient Private Wealth sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2026, closing a stake of 12,437 shares — an estimated $62.5K sold.

Corient Private Wealth first reported a position in STK in Q4 2025 and held it in 1 quarter. The position peaked at $62.5K in Q4 2025. 79 funds tracked by Wall St. Rank hold STK as of Q1 2026.

  • Corient Private Wealth reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 12,437 Columbia Seligman Premium Technology Growth Fund shares in Q1 2026, an estimated $62.5K.
  • Corient Private Wealth first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2025 and held it in 1 quarter.
  • Corient Private Wealth's Columbia Seligman Premium Technology Growth Fund position peaked at $62.5K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.