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 Q2	$377K	Buy	+6,993	New	+$347K	0.01%	1150
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 $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

J.W. Cole Advisors's STK Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Columbia Seligman Premium Technology Growth Fund (STK) in Q2 2026: 6,993 shares worth $377K. The stake represents 0.01% of the portfolio and ranks #1150 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in STK as recently as Q4 2025.

J.W. Cole Advisors first reported a position in STK in Q3 2020 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold STK as of Q2 2026.

J.W. Cole Advisors held 6,993 shares of Columbia Seligman Premium Technology Growth Fund worth $377K as of Q2 2026.
Columbia Seligman Premium Technology Growth Fund was a new J.W. Cole Advisors position in Q2 2026.
Columbia Seligman Premium Technology Growth Fund made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1150 holding.
J.W. Cole Advisors first reported a position in Columbia Seligman Premium Technology Growth Fund in Q3 2020 and has held it in 6 quarters since.
100 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.