J.W. Cole Advisors’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

J.W. Cole 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 Q1	–	Sell	-8,020	Closed	-$295K	–	1382
2025 Q4	$295K	Buy	8,020 +129	+2%	+$4.74K	0.01%	1110
2025 Q3	$279K	Buy	7,891 +50	+0.6%	+$1.6K	0.01%	1253
2025 Q2	$238K	Buy	7,841 +55	+0.7%	+$1.55K	0.01%	1264
2025 Q1	$218K	Buy	+7,786	New	+$245K	0.01%	1106
2020 Q4	–	Sell	-14,368	Closed	-$315K	–	854
2020 Q3	$315K	Buy	+14,368	New	+$321K	0.02%	529

Other funds holding STK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

J.W. Cole Advisors's STK Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2026, closing a stake of 8,020 shares — an estimated $295K sold.

J.W. Cole Advisors first reported a position in STK in Q3 2020 and held it in 5 quarters. The position peaked at $315K in Q3 2020. 79 funds tracked by Wall St. Rank hold STK as of Q1 2026.

J.W. Cole Advisors reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 8,020 Columbia Seligman Premium Technology Growth Fund shares in Q1 2026, an estimated $295K.
J.W. Cole Advisors first reported a position in Columbia Seligman Premium Technology Growth Fund in Q3 2020 and held it in 5 quarters.
J.W. Cole Advisors's Columbia Seligman Premium Technology Growth Fund position peaked at $315K in Q3 2020.
79 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.