DWM
STK

Diversify Wealth Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Diversify Wealth Management’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 		$210K Buy
+4,420
New +$174K ﹤0.01% 1083

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

Diversify Wealth Management's STK Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2026: 4,420 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1083 among its holdings.

79 funds tracked by Wall St. Rank hold STK as of Q1 2026.

  • Diversify Wealth Management held 4,420 shares of Columbia Seligman Premium Technology Growth Fund worth $210K as of Q1 2026.
  • Columbia Seligman Premium Technology Growth Fund was a new Diversify Wealth Management position in Q1 2026.
  • Columbia Seligman Premium Technology Growth Fund made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1083 holding.
  • 79 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.