Kestra Private Wealth Services’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Kestra Private Wealth Services’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	$356K	Buy	+9,396	New	+$370K	﹤0.01%	1373
2025 Q1	–	Sell	-7,365	Closed	-$235K	–	1567
2024 Q4	$235K	Hold	7,365	–	–	﹤0.01%	1242
2024 Q3	$247K	Sell	7,365 -756	-9%	-$24.6K	﹤0.01%	1167
2024 Q2	$270K	Buy	+8,121	New	+$259K	0.01%	1085

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

Kestra Private Wealth Services's STK Position: Q1 2026 in Review

Kestra Private Wealth Services opened a new position in Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2026: 9,396 shares worth $356K. The stake represents ﹤0.01% of the portfolio and ranks #1373 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in STK as recently as Q4 2024.

Kestra Private Wealth Services first reported a position in STK in Q2 2024 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold STK as of Q1 2026.

Kestra Private Wealth Services held 9,396 shares of Columbia Seligman Premium Technology Growth Fund worth $356K as of Q1 2026.
Columbia Seligman Premium Technology Growth Fund was a new Kestra Private Wealth Services position in Q1 2026.
Columbia Seligman Premium Technology Growth Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1373 holding.
Kestra Private Wealth Services first reported a position in Columbia Seligman Premium Technology Growth Fund in Q2 2024 and has held it in 4 quarters since.
79 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.