David J. Yvars Group’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

David J. Yvars Group’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	$660K	Sell	12,254 -6,329	-34%	-$314K	0.31%	45
2026 Q1	$705K	Buy	18,583 +783	+4%	+$30.9K	0.39%	39
2025 Q4	$655K	Buy	17,800 +3,905	+28%	+$144K	0.35%	37
2025 Q3	$491K	Buy	13,895 +1,431	+11%	+$45.7K	0.26%	46
2025 Q2	$379K	Sell	12,464 -1,087	-8%	-$30.7K	0.22%	52
2025 Q1	$379K	Buy	13,551 +1,584	+13%	+$49.8K	0.3%	42
2024 Q4	$382K	Buy	11,967 +215	+2%	+$7.18K	0.23%	55
2024 Q3	$394K	Buy	+11,752	New	+$383K	0.24%	52

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

David J. Yvars Group's STK Position: Q2 2026 in Review

David J. Yvars Group reduced its Columbia Seligman Premium Technology Growth Fund (STK) stake by 34% in Q2 2026, selling an estimated $314K and leaving 12,254 shares worth $660K. The position accounts for 0.31% of the portfolio, ranked #45.

David J. Yvars Group first reported a position in STK in Q3 2024 and has held it in 8 quarters since. The position peaked at $705K in Q1 2026. 100 funds tracked by Wall St. Rank hold STK as of Q2 2026.

David J. Yvars Group held 12,254 shares of Columbia Seligman Premium Technology Growth Fund worth $660K as of Q2 2026.
David J. Yvars Group sold 6,329 Columbia Seligman Premium Technology Growth Fund shares in Q2 2026, an estimated $314K.
Columbia Seligman Premium Technology Growth Fund made up 0.31% of David J. Yvars Group's portfolio in Q2 2026, its #45 holding.
David J. Yvars Group first reported a position in Columbia Seligman Premium Technology Growth Fund in Q3 2024 and has held it in 8 quarters since.
David J. Yvars Group's Columbia Seligman Premium Technology Growth Fund position peaked at $705K in Q1 2026.
100 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.