SPIA
STK

Steward Partners Investment Advisory’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Steward Partners Investment Advisory’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 		$97.6K Buy
2,574
+112
+5% +$4.41K ﹤0.01% 2385
2025
Q4 		$90.6K Buy
2,462
+41
+2% +$1.51K ﹤0.01% 2356
2025
Q3 		$85.5K Sell
2,421
-219
-8% -$7K ﹤0.01% 2320
2025
Q2 		$80.3K Buy
2,640
+53
+2% +$1.5K ﹤0.01% 2234
2025
Q1 		$72.4K Buy
2,587
+617
+31% +$19.4K ﹤0.01% 2197
2024
Q4 		$62.9K Hold
1,970
– – ﹤0.01% 2218
2024
Q3 		$66K Buy
1,970
+500
+34% +$16.3K ﹤0.01% 2093
2024
Q2 		$48.9K Buy
1,470
+200
+16% +$6.37K ﹤0.01% 2117
2024
Q1 		$40.5K Hold
1,270
– – ﹤0.01% 2212
2023
Q4 		$40.1K Hold
1,270
– – ﹤0.01% 2085
2023
Q3 		$34.6K Hold
1,270
– – ﹤0.01% 2074
2023
Q2 		$38.9K Hold
1,270
– – ﹤0.01% 1984
2023
Q1 		$35.3K Hold
1,270
– – ﹤0.01% 2009
2022
Q4 		$29.5K Hold
1,270
– – ﹤0.01% 2062
2022
Q3 		$29K Hold
1,270
– – ﹤0.01% 2047
2022
Q2 		$32K Hold
1,270
– – ﹤0.01% 2006
2022
Q1 		$41K Hold
1,270
– – ﹤0.01% 2026
2021
Q4 		$47K Hold
1,270
– – ﹤0.01% 1955
2021
Q3 		$42K Hold
1,270
– – ﹤0.01% 1984
2021
Q2 		$45K Sell
1,270
-1,947
-61% -$65.8K ﹤0.01% 3588
2021
Q1 		$100K Sell
3,217
-299
-9% -$8.85K ﹤0.01% 1622
2020
Q4 		$96K Buy
3,516
+35
+1% +$857 ﹤0.01% 1384
2020
Q3 		$76K Buy
3,481
+44
+1% +$984 ﹤0.01% 1329
2020
Q2 		$76K Buy
3,437
+47
+1% +$970 ﹤0.01% 1258
2020
Q1 		$59K Buy
3,390
+42
+1% +$930 ﹤0.01% 1206
2019
Q4 		$78K Sell
3,348
-410
-11% -$9.29K ﹤0.01% 1218
2019
Q3 		$79K Sell
3,758
-430
-10% -$9.01K ﹤0.01% 1178
2019
Q2 		$85K Buy
+4,188
New +$86.9K ﹤0.01% 1121
2018
Q4 		– Sell
-4,384
Closed -$94K – 1981
2018
Q3 		$94K Buy
4,384
+53
+1% +$1.15K ﹤0.01% 953
2018
Q2 		$93K Buy
4,331
+50
+1% +$1.11K 0.01% 875
2018
Q1 		$93K Buy
4,281
+196
+5% +$4.42K 0.01% 801
2017
Q4 		$90K Buy
4,085
+44
+1% +$1.01K 0.01% 657
2017
Q3 		$90K Buy
4,041
+46
+1% +$1.02K 0.01% 561
2017
Q2 		$85K Sell
3,995
-256
-6% -$5.64K 0.01% 519
2017
Q1 		$87K Buy
+4,251
New +$84.6K 0.01% 458

Other funds holding STK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $51.6B AUM 27.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Steward Partners Investment Advisory's STK Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Columbia Seligman Premium Technology Growth Fund (STK) stake by 4.5% in Q1 2026, buying an estimated $4.41K and bringing the position to 2,574 shares worth $97.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

Steward Partners Investment Advisory first reported a position in STK in Q1 2017 and has held it in 35 quarters since. The position peaked at $100K in Q1 2021. 79 funds tracked by Wall St. Rank hold STK as of Q1 2026.

  • Steward Partners Investment Advisory held 2,574 shares of Columbia Seligman Premium Technology Growth Fund worth $97.6K as of Q1 2026.
  • Steward Partners Investment Advisory bought 112 Columbia Seligman Premium Technology Growth Fund shares in Q1 2026, an estimated $4.41K.
  • Columbia Seligman Premium Technology Growth Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2385 holding.
  • Steward Partners Investment Advisory first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2017 and has held it in 35 quarters since.
  • Steward Partners Investment Advisory's Columbia Seligman Premium Technology Growth Fund position peaked at $100K in Q1 2021.
  • 79 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.