LWCFA
STK

Loring Wolcott & Coolidge Fiduciary Advisors’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2025
Q2 		– Sell
-154
Closed -$4.05K – 559
2025
Q1 		$4.05K Buy
+154
New +$4.84K ﹤0.01% 512

Other funds holding STK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's STK Position: Q2 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q2 2025, closing a stake of 154 shares — an estimated $4.05K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in STK in Q1 2025 and held it in 1 quarter. The position peaked at $4.05K in Q1 2025. 60 funds tracked by Wall St. Rank hold STK as of Q2 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 154 Columbia Seligman Premium Technology Growth Fund shares in Q2 2025, an estimated $4.05K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2025 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Columbia Seligman Premium Technology Growth Fund position peaked at $4.05K in Q1 2025.
  • 60 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.