GA
STK

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
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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GoalVest Advisory's STK Position: Q2 2026 in Review

GoalVest Advisory held its Columbia Seligman Premium Technology Growth Fund (STK) position steady in Q2 2026 at 243 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

GoalVest Advisory first reported a position in STK in Q3 2025 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold STK as of Q2 2026.

  • GoalVest Advisory held 243 shares of Columbia Seligman Premium Technology Growth Fund worth $13.1K as of Q2 2026.
  • GoalVest Advisory left its Columbia Seligman Premium Technology Growth Fund share count unchanged in Q2 2026.
  • Columbia Seligman Premium Technology Growth Fund made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #338 holding.
  • GoalVest Advisory first reported a position in Columbia Seligman Premium Technology Growth Fund in Q3 2025 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.