&Partners’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

&Partners’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	$855K	Buy	15,887 +2,655	+20%	+$132K	﹤0.01%	1507
2026 Q1	$502K	Buy	13,232 +1,121	+9%	+$44.2K	﹤0.01%	1688
2025 Q4	$446K	Buy	12,111 +943	+8%	+$34.7K	﹤0.01%	1681
2025 Q3	$394K	Buy	11,168 +400	+4%	+$12.8K	﹤0.01%	1596
2025 Q2	$327K	Buy	+10,768	New	+$304K	﹤0.01%	1578
2022 Q2	–	Sell	-6,327	Closed	-$203K	–	210
2022 Q1	$203K	Hold	6,327	–	–	0.11%	183
2021 Q4	$234K	Hold	6,327	–	–	0.14%	156
2021 Q3	$209K	Hold	6,327	–	–	0.13%	168
2021 Q2	$225K	Buy	+6,327	New	+$214K	0.15%	156

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

&Partners's STK Position: Q2 2026 in Review

&Partners increased its Columbia Seligman Premium Technology Growth Fund (STK) stake by 20% in Q2 2026, buying an estimated $132K and bringing the position to 15,887 shares worth $855K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

&Partners first reported a position in STK in Q2 2021 and has held it in 9 quarters since. 100 funds tracked by Wall St. Rank hold STK as of Q2 2026.

&Partners held 15,887 shares of Columbia Seligman Premium Technology Growth Fund worth $855K as of Q2 2026.
&Partners bought 2,655 Columbia Seligman Premium Technology Growth Fund shares in Q2 2026, an estimated $132K.
Columbia Seligman Premium Technology Growth Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1507 holding.
&Partners first reported a position in Columbia Seligman Premium Technology Growth Fund in Q2 2021 and has held it in 9 quarters since.
100 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.