LPL Financial’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

LPL Financial’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	$7.41M	Buy	195,321 +10,929	+6%	+$431K	﹤0.01%	2264
2025 Q4	$6.78M	Buy	184,392 +9,869	+6%	+$363K	﹤0.01%	2273
2025 Q3	$6.16M	Buy	174,523 +10,149	+6%	+$324K	﹤0.01%	2286
2025 Q2	$5M	Buy	164,374 +17,601	+12%	+$497K	﹤0.01%	2308
2025 Q1	$4.11M	Buy	146,773 +25,912	+21%	+$815K	﹤0.01%	2319
2024 Q4	$3.86M	Buy	120,861 +1,091	+0.9%	+$36.5K	﹤0.01%	2286
2024 Q3	$4.01M	Buy	119,770 +16,814	+16%	+$548K	﹤0.01%	2167
2024 Q2	$3.43M	Buy	102,956 +22,283	+28%	+$709K	﹤0.01%	2154
2024 Q1	$2.57M	Buy	80,673 +21,122	+35%	+$679K	﹤0.01%	2315
2023 Q4	$1.88M	Buy	59,551 +3,713	+7%	+$107K	﹤0.01%	2464
2023 Q3	$1.52M	Sell	55,838 -7,491	-12%	-$221K	﹤0.01%	2545
2023 Q2	$1.94M	Buy	63,329 +9,682	+18%	+$273K	﹤0.01%	2277
2023 Q1	$1.49M	Sell	53,647 -41,731	-44%	-$1.09M	﹤0.01%	2407
2022 Q4	$2.22M	Sell	95,378 -18,981	-17%	-$475K	﹤0.01%	1999
2022 Q3	$2.65M	Buy	114,359 +17,614	+18%	+$496K	﹤0.01%	1782
2022 Q2	$2.43M	Buy	96,745 +44,779	+86%	+$1.26M	﹤0.01%	1882
2022 Q1	$1.67M	Buy	51,966 +19,169	+58%	+$625K	﹤0.01%	2200
2021 Q4	$1.21M	Buy	32,797 +2,990	+10%	+$108K	﹤0.01%	2488
2021 Q3	$983K	Buy	29,807 +6,042	+25%	+$204K	﹤0.01%	2634
2021 Q2	$844K	Buy	23,765 +1,918	+9%	+$64.8K	﹤0.01%	2709
2021 Q1	$683K	Buy	21,847 +7,031	+47%	+$208K	﹤0.01%	2748
2020 Q4	$404K	Sell	14,816 -59,081	-80%	-$1.45M	﹤0.01%	2948
2020 Q3	$1.62M	Buy	73,897 +3,000	+4%	+$67.1K	﹤0.01%	1580
2020 Q2	$1.56M	Buy	70,897 +6,896	+11%	+$142K	﹤0.01%	1514
2020 Q1	$1.13M	Buy	64,001 +2,258	+4%	+$50K	﹤0.01%	1538
2019 Q4	$1.45M	Buy	61,743 +6,598	+12%	+$149K	﹤0.01%	1586
2019 Q3	$1.16M	Sell	55,145 -13,066	-19%	-$274K	﹤0.01%	1620
2019 Q2	$1.4M	Buy	+68,211	New	+$1.42M	﹤0.01%	1484
2018 Q4	–	Sell	-10,009	Closed	-$214K	–	3235
2018 Q3	$214K	Sell	10,009 -990	-9%	-$21.5K	﹤0.01%	2950
2018 Q2	$237K	Buy	10,999 +122	+1%	+$2.71K	﹤0.01%	2864
2018 Q1	$239K	Buy	10,877 +341	+3%	+$7.69K	﹤0.01%	2817
2017 Q4	$234K	Buy	+10,536	New	+$242K	﹤0.01%	2694
2017 Q2	–	Sell	-25,067	Closed	-$520K	–	2956
2017 Q1	$520K	Buy	25,067 +3,623	+17%	+$72.1K	﹤0.01%	1770
2016 Q4	$398K	Buy	21,444 +3,908	+22%	+$71.3K	﹤0.01%	1936
2016 Q3	$323K	Buy	17,536 +374	+2%	+$6.67K	﹤0.01%	2061
2016 Q2	$280K	Sell	17,162 -13,758	-44%	-$231K	﹤0.01%	2125
2016 Q1	$546K	Buy	30,920 +1,105	+4%	+$18.3K	﹤0.01%	2108
2015 Q4	$519K	Buy	29,815 +13,438	+82%	+$243K	﹤0.01%	2162
2015 Q3	$286K	Sell	16,377 -26,303	-62%	-$449K	﹤0.01%	2230
2015 Q2	$790K	Sell	42,680 -93,782	-69%	-$1.81M	﹤0.01%	1537
2015 Q1	$2.58M	Buy	136,462 +61,585	+82%	+$1.15M	0.01%	792
2014 Q4	$1.42M	Buy	74,877 +63,172	+540%	+$1.11M	0.01%	1084
2014 Q3	$203K	Buy	+11,705	New	+$203K	﹤0.01%	2456
2013 Q4	–	Sell	-10,892	Closed	-$157K	–	2695
2013 Q3	$157K	Sell	10,892 -3,917	-26%	-$57.1K	﹤0.01%	2383
2013 Q2	$213K	Buy	+14,809	New	+$219K	﹤0.01%	2162

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

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

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

LPL Financial's STK Position: Q1 2026 in Review

LPL Financial increased its Columbia Seligman Premium Technology Growth Fund (STK) stake by 5.9% in Q1 2026, buying an estimated $431K and bringing the position to 195,321 shares worth $7.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

LPL Financial first reported a position in STK in Q2 2013 and has held it in 45 quarters since. 79 funds tracked by Wall St. Rank hold STK as of Q1 2026.

LPL Financial held 195,321 shares of Columbia Seligman Premium Technology Growth Fund worth $7.41M as of Q1 2026.
LPL Financial bought 10,929 Columbia Seligman Premium Technology Growth Fund shares in Q1 2026, an estimated $431K.
Columbia Seligman Premium Technology Growth Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2264 holding.
LPL Financial first reported a position in Columbia Seligman Premium Technology Growth Fund in Q2 2013 and has held it in 45 quarters since.
79 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.