Columbia Slgmn Prem Tech GRSTK
13F holders, Q1 2025 (March 31)58holders −2
7new positions
10sold out
$27.98avg. 13F price*
At the end of Q1 2025, 58 institutions reported holding Columbia Slgmn Prem Tech GR (STK) in their 13F filings, down 2 from Q4 2024. 7 opened new positions and 10 sold out. The largest holders were Wells Fargo & Company ($11.2M), Royal Bank of Canada ($9.2M) and Janney Montgomery Scott LLC ($8.1M).
- Company
- Columbia Slgmn Prem Tech GR
- CUSIP
- 19842X109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.9M |
| Exits | 10 | $5.7M |
All 13F filers, Q4 2024 → Q1 2025: 249,994 shares bought and 245,176 shares sold, net +4,818 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Wells Fargo & Company | 0.00% | Add +5.1% | 400,642 | $11.2M |
| Royal Bank of Canada | 0.00% | Add +5.7% | 329,362 | $9.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.4% | 288,508 | $8.1M |
| Morgan Stanley | 0.00% | Add +5.9% | 288,188 | $8.1M |
| Invesco Ltd. | 0.00% | Add +2.6% | 184,113 | $5.2M |
| LPL Financial LLC | 0.00% | Add +21.4% | 146,773 | $4.1M |
| Bank of America Corp. | 0.00% | Add +2.1% | 84,304 | $2.4M |
| Cornerstone Advisors, LLC | 0.10% | New | 79,314 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.5% | 47,529 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +10.8% | 47,424 | $1.3M |
| Aviance Capital Partners, LLC | 0.17% | Add +1.6% | 44,012 | $1.2M |
| UBS Group AG | 0.00% | Reduce -10.7% | 40,971 | $1.1M |
| International Assets Investment Management, LLC | 0.08% | Add +11.5% | 31,802 | $890K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.4% | 29,282 | $819K |
| Kingsview Wealth Management, LLC | 0.01% | Add +4.1% | 28,162 | $788K |
| Shaker Financial Services, LLC | 0.30% | Reduce -58.6% | 27,993 | $783K |
| Consolidated Portfolio Review Corp | 0.11% | Add +16.8% | 23,809 | $666K |
| Commonwealth Equity Services, LLC | 0.00% | Add +25.6% | 23,749 | $664K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.8% | 22,219 | $622K |
| Alteri Wealth LLC | 0.22% | Reduce -7.7% | 17,964 | $503K |
| Cetera Investment Advisers | 0.00% | Add +9.8% | 17,955 | $502K |
| IHT Wealth Management, LLC | 0.02% | Add +21.3% | 17,754 | $497K |
| Meridian Wealth Management, LLC | 0.02% | Add +12.3% | 17,355 | $486K |
| Smith Asset Management Co., LLC | 0.42% | Reduce -0.1% | 16,000 | $448K |
| LVZ, Inc. | 0.06% | No change | 15,074 | $422K |
| David J Yvars Group | 0.30% | Add +13.2% | 13,551 | $379K |
| L.M. Kohn & Company | 0.09% | Add +23.8% | 11,935 | $334K |
| Capital Market Strategies LLC | 0.22% | No change | 11,526 | $322K |
| Compass Planning Associates Inc | 0.29% | No change | 10,190 | $285K |
| Strategic Blueprint, LLC | 0.02% | Reduce -1.9% | 10,150 | $284K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -46.5% | 9,873 | $276K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.9% | 9,247 | $259K |
| Susquehanna International Group, LLP | 0.00% | New | 8,982 | $251K |
| Virtu Financial LLC | 0.01% | New | 8,299 | $232K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -8.3% | 8,265 | $231K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.0% | 8,078 | $226K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 7,786 | $218K |
| Whitcomb & Hess, Inc. | 0.07% | Reduce -30.0% | 7,775 | $218K |
| SteelPeak Wealth, LLC | 0.01% | Add +18.8% | 7,577 | $212K |
| Parallel Advisors, LLC | 0.00% | Add +10.9% | 7,455 | $209K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.5% | 6,460 | $181K |
| NewEdge Advisors, LLC | 0.00% | Reduce -48.5% | 6,411 | $179K |
| Lanark Financial, Inc. | 0.01% | — | 6,007 | $168K |
| CoreCap Advisors, LLC | 0.01% | Add +59.1% | 4,664 | $130K |
| Thomas J. Herzfeld Advisors, Inc. | 0.03% | Reduce -13.6% | 3,452 | $97K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +31.3% | 2,587 | $72K |
| Farther Finance Advisors, LLC | 0.00% | Add +1061.3% | 2,462 | $69K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,825 | $51K |
| Private Trust Co. NA | 0.00% | Add +9.8% | 1,242 | $35K |
| Comerica Bank | 0.00% | Add +9.8% | 1,198 | $34K |
| Motco | 0.00% | No change | 1,000 | $28K |
| Harbour Investments, Inc. | 0.00% | Reduce -25.1% | 621 | $17K |
| Allworth Financial LP | 0.00% | Add +1.3% | 607 | $16K |
| Wealth Preservation Advisors, LLC | 0.01% | — | 518 | $14K |
| Spire Wealth Management | 0.00% | No change | 500 | $14K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 154 | $4K |
| Stone House Investment Management, LLC | 0.00% | New | 144 | $4K |
| Truvestments Capital LLC | 0.00% | New | 23 | $644 |
"% of holder's portfolio" is STK's weight in each manager's 13F, not the share of Columbia Slgmn Prem Tech GR the manager owns.