GoalVest Advisory’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

GoalVest Advisory’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 Q3	–	Sell	-243	Closed	-$13.1K	–	771
2026 Q2	$13.1K	Hold	243	–	–	﹤0.01%	338
2026 Q1	$9.22K	Hold	243	–	–	﹤0.01%	373
2025 Q4	$8.94K	Hold	243	–	–	﹤0.01%	426
2025 Q3	$8.58K	Buy	+243	New	+$7.77K	﹤0.01%	338

Other funds holding STK

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

Advisory Advocates Grand Rapids, Michigan $116M AUM 14.5% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

GoalVest Advisory's STK Position: Q3 2026 in Review

GoalVest Advisory sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q3 2026, closing a stake of 243 shares — an estimated $13.1K sold.

GoalVest Advisory first reported a position in STK in Q3 2025 and held it in 4 quarters. The position peaked at $13.1K in Q2 2026. 69 funds tracked by Wall St. Rank hold STK as of Q3 2026.

GoalVest Advisory reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q3 2026 after selling out during the quarter.
GoalVest Advisory sold 243 Columbia Seligman Premium Technology Growth Fund shares in Q3 2026, an estimated $13.1K.
GoalVest Advisory first reported a position in Columbia Seligman Premium Technology Growth Fund in Q3 2025 and held it in 4 quarters.
GoalVest Advisory's Columbia Seligman Premium Technology Growth Fund position peaked at $13.1K in Q2 2026.
69 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.