IFP Advisors
STK icon

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
Q3 		$4.09K Hold
76
– – ﹤0.01% 3916
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

ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
PFO
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

IFP Advisors's STK Position: Q3 2026 in Review

IFP Advisors held its Columbia Seligman Premium Technology Growth Fund (STK) position steady in Q3 2026 at 76 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3916.

IFP Advisors first reported a position in STK in Q4 2015 and has held it in 23 quarters since. The position peaked at $680K in Q3 2024. 17 funds tracked by Wall St. Rank hold STK as of Q3 2026.

  • IFP Advisors held 76 shares of Columbia Seligman Premium Technology Growth Fund worth $4.09K as of Q3 2026.
  • IFP Advisors left its Columbia Seligman Premium Technology Growth Fund share count unchanged in Q3 2026.
  • Columbia Seligman Premium Technology Growth Fund made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3916 holding.
  • IFP Advisors first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2015 and has held it in 23 quarters since.
  • IFP Advisors's Columbia Seligman Premium Technology Growth Fund position peaked at $680K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.