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 Q2	$534K	Buy	9,915 +519	+6%	+$25.8K	0.01%	1201
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 $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

Kestra Private Wealth Services's STK Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Columbia Seligman Premium Technology Growth Fund (STK) stake by 5.5% in Q2 2026, buying an estimated $25.8K and bringing the position to 9,915 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #1201.

Kestra Private Wealth Services first reported a position in STK in Q2 2024 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold STK as of Q2 2026.

Kestra Private Wealth Services held 9,915 shares of Columbia Seligman Premium Technology Growth Fund worth $534K as of Q2 2026.
Kestra Private Wealth Services bought 519 Columbia Seligman Premium Technology Growth Fund shares in Q2 2026, an estimated $25.8K.
Columbia Seligman Premium Technology Growth Fund made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1201 holding.
Kestra Private Wealth Services first reported a position in Columbia Seligman Premium Technology Growth Fund in Q2 2024 and has held it in 5 quarters since.
100 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.