WPWM
STK

Western Pacific Wealth Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Western Pacific Wealth Management’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 		$80.8K Buy
+1,500
New +$74.5K 0.07% 103

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

Western Pacific Wealth Management's STK Position: Q2 2026 in Review

Western Pacific Wealth Management opened a new position in Columbia Seligman Premium Technology Growth Fund (STK) in Q2 2026: 1,500 shares worth $80.8K. The stake represents 0.07% of the portfolio and ranks #103 among its holdings.

100 funds tracked by Wall St. Rank hold STK as of Q2 2026.

  • Western Pacific Wealth Management held 1,500 shares of Columbia Seligman Premium Technology Growth Fund worth $80.8K as of Q2 2026.
  • Columbia Seligman Premium Technology Growth Fund was a new Western Pacific Wealth Management position in Q2 2026.
  • Columbia Seligman Premium Technology Growth Fund made up 0.07% of Western Pacific Wealth Management's portfolio in Q2 2026, its #103 holding.
  • 100 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.