SW
STK

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

SteelPeak Wealth’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 		$449K Buy
8,328
+73
+0.9% +$3.63K 0.01% 448
2026
Q1 		$313K Buy
8,255
+119
+1% +$4.69K 0.01% 452
2025
Q4 		$299K Buy
8,136
+320
+4% +$11.8K 0.01% 431
2025
Q3 		$276K Buy
7,816
+117
+2% +$3.74K 0.01% 482
2025
Q2 		$234K Buy
7,699
+122
+2% +$3.44K 0.01% 460
2025
Q1 		$212K Buy
7,577
+1,197
+19% +$37.6K 0.01% 480
2024
Q4 		$204K Buy
6,380
+86
+1% +$2.87K 0.01% 486
2024
Q3 		$211K Buy
+6,294
New +$205K 0.01% 448
2020
Q2 		– Sell
-22,486
Closed -$398K – 309
2020
Q1 		$398K Sell
22,486
-1,032
-4% -$22.9K 0.06% 159
2019
Q4 		$554K Buy
+23,518
New +$533K 0.08% 166

Other funds holding STK

PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM

SteelPeak Wealth's STK Position: Q2 2026 in Review

SteelPeak Wealth increased its Columbia Seligman Premium Technology Growth Fund (STK) stake by 0.88% in Q2 2026, buying an estimated $3.63K and bringing the position to 8,328 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #448.

SteelPeak Wealth first reported a position in STK in Q4 2019 and has held it in 10 quarters since. The position peaked at $554K in Q4 2019. 13 funds tracked by Wall St. Rank hold STK as of Q2 2026.

  • SteelPeak Wealth held 8,328 shares of Columbia Seligman Premium Technology Growth Fund worth $449K as of Q2 2026.
  • SteelPeak Wealth bought 73 Columbia Seligman Premium Technology Growth Fund shares in Q2 2026, an estimated $3.63K.
  • Columbia Seligman Premium Technology Growth Fund made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #448 holding.
  • SteelPeak Wealth first reported a position in Columbia Seligman Premium Technology Growth Fund in Q4 2019 and has held it in 10 quarters since.
  • SteelPeak Wealth's Columbia Seligman Premium Technology Growth Fund position peaked at $554K in Q4 2019.
  • 13 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.