KWM
STK

Kingsview Wealth Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Kingsview Wealth Management’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 		$1.12M Sell
29,450
-321
-1% -$12.7K 0.02% 652
2025
Q4 		$1.1M Buy
29,771
+400
+1% +$14.7K 0.02% 612
2025
Q3 		$1.04M Buy
29,371
+4
+0% +$128 0.02% 600
2025
Q2 		$893K Buy
29,367
+1,205
+4% +$34K 0.02% 616
2025
Q1 		$788K Buy
28,162
+1,110
+4% +$34.9K 0.01% 610
2024
Q4 		$864K Hold
27,052
– – 0.02% 586
2024
Q3 		$906K Sell
27,052
-184
-0.7% -$6K 0.02% 558
2024
Q2 		$907K Sell
27,236
-3,200
-11% -$102K 0.02% 537
2024
Q1 		$970K Sell
30,436
-2,441
-7% -$78.5K 0.02% 506
2023
Q4 		$1.04M Buy
32,877
+32
+0.1% +$924 0.03% 460
2023
Q3 		$894K Sell
32,845
-97
-0.3% -$2.86K 0.03% 464
2023
Q2 		$1.01M Buy
32,942
+303
+0.9% +$8.53K 0.04% 405
2023
Q1 		$908K Buy
32,639
+216
+0.7% +$5.66K 0.04% 435
2022
Q4 		$753K Hold
32,423
– – 0.03% 408
2022
Q3 		$752K Buy
32,423
+2,700
+9% +$76.1K 0.04% 399
2022
Q2 		$745K Buy
29,723
+2,100
+8% +$59.2K 0.04% 445
2022
Q1 		$887K Buy
27,623
+3,165
+13% +$103K 0.04% 429
2021
Q4 		$905K Buy
24,458
+6,176
+34% +$223K 0.04% 436
2021
Q3 		$603K Buy
18,282
+780
+4% +$26.4K 0.03% 504
2021
Q2 		$616K Buy
17,502
+10,902
+165% +$368K 0.03% 506
2021
Q1 		$210K Buy
+6,600
New +$195K 0.01% 760

Other funds holding STK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kingsview Wealth Management's STK Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Columbia Seligman Premium Technology Growth Fund (STK) stake by 1.1% in Q1 2026, selling an estimated $12.7K and leaving 29,450 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #652.

Kingsview Wealth Management first reported a position in STK in Q1 2021 and has held it in 21 quarters since. 79 funds tracked by Wall St. Rank hold STK as of Q1 2026.

  • Kingsview Wealth Management held 29,450 shares of Columbia Seligman Premium Technology Growth Fund worth $1.12M as of Q1 2026.
  • Kingsview Wealth Management sold 321 Columbia Seligman Premium Technology Growth Fund shares in Q1 2026, an estimated $12.7K.
  • Columbia Seligman Premium Technology Growth Fund made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #652 holding.
  • Kingsview Wealth Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2021 and has held it in 21 quarters since.
  • 79 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.