SFS
STK

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

Shaker Financial 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 		$850K Sell
15,785
-85,123
-84% -$4.23M 0.27% 93
2026
Q1 		$3.83M Buy
100,908
+20,041
+25% +$790K 1.33% 21
2025
Q4 		$2.98M Buy
80,867
+245
+0.3% +$9.01K 0.94% 32
2025
Q3 		$2.85M Buy
80,622
+67,633
+521% +$2.16M 0.98% 36
2025
Q2 		$395K Sell
12,989
-15,004
-54% -$424K 0.14% 116
2025
Q1 		$783K Sell
27,993
-39,672
-59% -$1.25M 0.3% 99
2024
Q4 		$2.16M Buy
67,665
+433
+0.6% +$14.5K 0.83% 36
2024
Q3 		$2.25M Buy
67,232
+37,168
+124% +$1.21M 0.85% 40
2024
Q2 		$1M Buy
+30,064
New +$957K 0.4% 72
2022
Q3 		– Sell
-12,271
Closed -$308K – 168
2022
Q2 		$308K Sell
12,271
-29,408
-71% -$829K 0.15% 104
2022
Q1 		$1.34M Buy
+41,679
New +$1.36M 0.5% 70
2021
Q4 		– Sell
-29,694
Closed -$979K – 177
2021
Q3 		$979K Buy
+29,694
New +$1M 0.39% 78
2021
Q2 		– Sell
-78,996
Closed -$2.47M – 183
2021
Q1 		$2.47M Sell
78,996
-34,198
-30% -$1.01M 0.98% 30
2020
Q4 		$3.08M Buy
113,194
+28,824
+34% +$706K 1.29% 21
2020
Q3 		$1.85M Buy
+84,370
New +$1.89M 0.99% 30
2019
Q4 		– Sell
-10,282
Closed -$217K – 167
2019
Q3 		$217K Buy
+10,282
New +$215K 0.11% 126
2019
Q2 		– Sell
-15,614
Closed -$314K – 141
2019
Q1 		$314K Buy
15,614
+1,614
+12% +$31.2K 0.16% 101
2018
Q4 		$235K Buy
+14,000
New +$266K 0.13% 103
2014
Q2 		– Sell
-24,785
Closed -$392K – 168
2014
Q1 		$392K Sell
24,785
-105,145
-81% -$1.6M 0.26% 103
2013
Q4 		$1.87M Buy
129,930
+98,784
+317% +$1.43M 1.3% 22
2013
Q3 		$443K Sell
31,146
-30,000
-49% -$437K 0.33% 101
2013
Q2 		$879K Buy
+61,146
New +$906K 0.65% 58

Other funds holding STK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Shaker Financial Services's STK Position: Q2 2026 in Review

Shaker Financial Services reduced its Columbia Seligman Premium Technology Growth Fund (STK) stake by 84% in Q2 2026, selling an estimated $4.23M and leaving 15,785 shares worth $850K. The position accounts for 0.27% of the portfolio, ranked #93.

Shaker Financial Services first reported a position in STK in Q2 2013 and has held it in 22 quarters since. The position peaked at $3.83M in Q1 2026. 100 funds tracked by Wall St. Rank hold STK as of Q2 2026.

  • Shaker Financial Services held 15,785 shares of Columbia Seligman Premium Technology Growth Fund worth $850K as of Q2 2026.
  • Shaker Financial Services sold 85,123 Columbia Seligman Premium Technology Growth Fund shares in Q2 2026, an estimated $4.23M.
  • Columbia Seligman Premium Technology Growth Fund made up 0.27% of Shaker Financial Services's portfolio in Q2 2026, its #93 holding.
  • Shaker Financial Services first reported a position in Columbia Seligman Premium Technology Growth Fund in Q2 2013 and has held it in 22 quarters since.
  • Shaker Financial Services's Columbia Seligman Premium Technology Growth Fund position peaked at $3.83M in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.