IA
STK

IFP Advisors’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

IFP Advisors’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 		$4.09K Buy
+76
New +$3.78K ﹤0.01% 3900
2026
Q1 		– Sell
-654
Closed -$24.1K – 5157
2025
Q4 		$24.1K Buy
+654
New +$24K ﹤0.01% 2626
2024
Q4 		– Sell
-20,297
Closed -$680K – 4663
2024
Q3 		$680K Hold
20,297
– – 0.02% 584
2024
Q2 		$676K Buy
20,297
+2,931
+17% +$93.3K 0.03% 560
2024
Q1 		$553K Buy
17,366
+1,100
+7% +$35.4K 0.02% 576
2023
Q4 		$514K Buy
16,266
+6,508
+67% +$188K 0.02% 575
2023
Q3 		$266K Buy
9,758
+9,748
+97,480% +$288K 0.01% 834
2023
Q2 		$307 Buy
+10
New +$282 ﹤0.01% 3266
2019
Q1 		$26K Sell
1,329
-886
-40% -$17.1K ﹤0.01% 1231
2018
Q4 		$38K Hold
2,215
– – ﹤0.01% 1769
2018
Q3 		$47K Hold
2,215
– – ﹤0.01% 1931
2018
Q2 		$48K Buy
2,215
+165
+8% +$3.66K ﹤0.01% 1942
2018
Q1 		$46K Hold
2,050
– – ﹤0.01% 1867
2017
Q4 		$46K Sell
2,050
-3,272
-61% -$75.1K ﹤0.01% 1885
2017
Q3 		$119K Sell
5,322
-375
-7% -$8.31K ﹤0.01% 1455
2017
Q2 		$123K Buy
5,697
+722
+15% +$15.9K 0.01% 1420
2017
Q1 		$103K Hold
4,975
– – ﹤0.01% 1481
2016
Q4 		$93K Hold
4,975
– – ﹤0.01% 1500
2016
Q3 		$93K Sell
4,975
-3,736
-43% -$66.6K ﹤0.01% 1414
2016
Q2 		$144K Buy
8,711
+7,382
+555% +$124K 0.01% 1146
2016
Q1 		$26K Sell
1,329
-8,610
-87% -$142K ﹤0.01% 1228
2015
Q4 		$178K Buy
+9,939
New +$180K 0.01% 886

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

IFP Advisors's STK Position: Q2 2026 in Review

IFP Advisors opened a new position in Columbia Seligman Premium Technology Growth Fund (STK) in Q2 2026: 76 shares worth $4.09K. The stake represents ﹤0.01% of the portfolio and ranks #3900 among its holdings. This is a return to the name: IFP Advisors previously reported a position in STK as recently as Q4 2025.

IFP Advisors first reported a position in STK in Q4 2015 and has held it in 22 quarters since. The position peaked at $680K in Q3 2024. 100 funds tracked by Wall St. Rank hold STK as of Q2 2026.

  • IFP Advisors held 76 shares of Columbia Seligman Premium Technology Growth Fund worth $4.09K as of Q2 2026.
  • Columbia Seligman Premium Technology Growth Fund was a new IFP Advisors position in Q2 2026.
  • Columbia Seligman Premium Technology Growth Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3900 holding.
  • IFP Advisors first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2015 and has held it in 22 quarters since.
  • IFP Advisors's Columbia Seligman Premium Technology Growth Fund position peaked at $680K in Q3 2024.
  • 100 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.