Columbia Slgmn Prem Tech GRSTK

13F holders, Q2 2025 (June 30)
60holders +2
7new positions
5sold out
$30.41avg. 13F price*

At the end of Q2 2025, 60 institutions reported holding Columbia Slgmn Prem Tech GR (STK) in their 13F filings, up 2 from Q1 2025. 7 opened new positions and 5 sold out. The largest holders were Wells Fargo & Company ($12.8M), Royal Bank of Canada ($9.8M) and Morgan Stanley ($9.1M).

Company
Columbia Slgmn Prem Tech GR
CUSIP
19842X109
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 55Q1 2024Q2 2024: 59Q2 2024Q3 2024: 60Q3 2024Q4 2024: 60Q4 2024Q1 2025: 58Q1 2025Q2 2025: 60Q2 2025Q3 2025: 63Q3 2025Q4 2025: 75Q4 2025Q1 2026: 79Q1 2026Q2 2026: 100Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions7$1.5M
Exits5$989K

All 13F filers, Q1 2025 → Q2 2025: 165,814 shares bought and 101,016 shares sold, net +64,798 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 60 holders

Wells Fargo & Company 0.00% Add +5.4% 422,419 $12.8M
Royal Bank of Canada 0.00% Reduce -2.4% 321,604 $9.8M
Morgan Stanley 0.00% Add +3.6% 298,699 $9.1M
Janney Montgomery Scott LLC 0.02% Add +0.3% 289,477 $8.8M
Invesco Ltd. 0.00% Reduce -8.7% 168,133 $5.1M
LPL Financial LLC 0.00% Add +12.0% 164,374 $5.0M
Bank of America Corp. 0.00% Add +23.5% 104,129 $3.2M
Cornerstone Advisors, LLC 0.08% No change 79,314 $2.4M
Raymond James Financial Inc. 0.00% Add +20.4% 57,227 $1.7M
Aviance Capital Partners, LLC 0.17% Reduce -2.5% 42,919 $1.3M
Ameriprise Financial Inc. 0.00% Reduce -11.6% 41,929 $1.3M
UBS Group AG 0.00% Add +0.3% 41,116 $1.3M
International Assets Investment Management, LLC 0.07% Reduce -5.6% 30,008 $913K
Kingsview Wealth Management, LLC 0.02% Add +4.3% 29,367 $893K
Osaic Holdings, Inc. 0.00% Reduce -5.7% 27,612 $840K
Cetera Investment Advisers 0.00% Add +48.4% 26,650 $810K
Commonwealth Equity Services, LLC 0.00% Reduce -0.2% 23,700 $721K
IHT Wealth Management, LLC 0.02% Add +22.1% 21,686 $659K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.2% 21,283 $647K
Consolidated Portfolio Review Corp 0.08% Reduce -15.3% 20,170 $613K
Alteri Wealth LLC 0.21% Add +0.3% 18,010 $548K
Kestra Advisory Services, LLC 0.00% Add +93.1% 17,857 $543K
Meridian Wealth Management, LLC 0.02% Add +0.4% 17,419 $530K
Smith Asset Management Co., LLC 0.42% No change 16,000 $487K
Balyasny Asset Management L.P. 0.00% New 15,204 $462K
LVZ, Inc. 0.05% Reduce -7.8% 13,890 $422K
L.M. Kohn & Company 0.11% Add +11.1% 13,257 $403K
Shaker Financial Services, LLC 0.14% Reduce -53.6% 12,989 $395K
David J Yvars Group 0.22% Reduce -8.0% 12,464 $379K
Parallel Advisors, LLC 0.01% Add +47.3% 10,980 $334K
&partners 0.00% New 10,768 $327K
Capital Market Strategies LLC 0.22% Reduce -8.7% 10,526 $320K
Compass Planning Associates Inc 0.28% No change 10,190 $310K
Concurrent Investment Advisors, LLC 0.01% Add +16.1% 9,596 $292K
Allworth Financial LP 0.00% Add +1333.0% 8,698 $264K
Atria Wealth Solutions, Inc. 0.01% New 7,954 $242K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -21.5% 7,747 $240K
J.W. Cole Advisors, Inc. 0.01% Add +0.7% 7,841 $238K
SteelPeak Wealth, LLC 0.01% Add +1.6% 7,699 $234K
Jane Street Group, LLC 0.00% New 6,854 $208K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.9% 6,776 $206K
World Investment Advisors 0.00% New 6,758 $206K
Lanark Financial, Inc. 0.01% Reduce -22.9% 4,634 $140K
Thomas J. Herzfeld Advisors, Inc. 0.04% Reduce -0.1% 3,448 $105K
CoreCap Advisors, LLC 0.00% Reduce -32.4% 3,152 $96K
Steward Partners Investment Advisory, LLC 0.00% Add +2.0% 2,640 $80K
Farther Finance Advisors, LLC 0.00% No change 2,462 $75K
NewEdge Advisors, LLC 0.00% Reduce -61.6% 2,459 $75K
Wilmington Savings Fund Society, FSB 0.00% No change 1,825 $55K
Private Trust Co. NA 0.00% No change 1,242 $38K
Comerica Bank 0.00% No change 1,198 $36K
Motco 0.00% No change 1,000 $31K
Harbour Investments, Inc. 0.00% No change 621 $19K
Wealth Preservation Advisors, LLC 0.01% No change 518 $16K
Spire Wealth Management 0.00% No change 500 $15K
Colonial Trust Advisors 0.00% New 378 $11K
Stone House Investment Management, LLC 0.00% No change 144 $4K
Truvestments Capital LLC 0.00% No change 23 $699
Family Legacy Financial Solutions, LLC 0.00% — 5 $160
VSM Wealth Advisory, LLC 0.00% New 5 $152

"% 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.