Columbia Slgmn Prem Tech GRSTK

13F holders, Q4 2025 (December 31)
75holders +12
13new positions
4sold out
$36.80avg. 13F price*

At the end of Q4 2025, 75 institutions reported holding Columbia Slgmn Prem Tech GR (STK) in their 13F filings, up 12 from Q3 2025. 13 opened new positions and 4 sold out. The largest holders were Wells Fargo & Company ($15.0M), Morgan Stanley ($12.0M) and Janney Montgomery Scott LLC ($11.2M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions13$6.0M
Exits4$971K

All 13F filers, Q3 2025 → Q4 2025: 301,769 shares bought and 306,623 shares sold, net −4,854 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 75 holders

Wells Fargo & Company 0.00% Reduce -0.7% 407,490 $15.0M
Morgan Stanley 0.00% Add +5.4% 325,310 $12.0M
Janney Montgomery Scott LLC 0.03% Add +3.0% 303,947 $11.2M
Invesco Ltd. 0.00% Reduce -1.9% 207,923 $7.6M
LPL Financial LLC 0.00% Add +5.7% 184,392 $6.8M
Royal Bank of Canada 0.00% Reduce -54.3% 125,551 $4.6M
Bank of America Corp. 0.00% Add +6.1% 110,257 $4.1M
Karpus Management, Inc. 0.12% New 103,580 $3.8M
Shaker Financial Services, LLC 0.94% Add +0.3% 80,867 $3.0M
PMG Family Office LLC 3.26% Add +1.7% 76,592 $2.8M
Wolverine Asset Management LLC 0.16% Add +41.2% 75,588 $2.8M
Raymond James Financial Inc. 0.00% Add +15.7% 75,339 $2.8M
Readystate Asset Management LP 0.16% Add +68.7% 55,954 $2.1M
Aviance Capital Partners, LLC 0.19% Add +2.9% 44,224 $1.6M
Ameriprise Financial Inc. 0.00% Add +3.0% 43,541 $1.6M
Cornerstone Advisors, LLC 0.05% Reduce -74.5% 38,662 $1.4M
UBS Group AG 0.00% Add +6.3% 34,418 $1.3M
Advisory Advocates, LLC 1.25% — 34,264 $1.3M
Cetera Investment Advisers 0.00% Add +41.7% 33,876 $1.2M
Kingsview Wealth Management, LLC 0.02% Add +1.4% 29,771 $1.1M
International Assets Investment Management, LLC 0.07% Reduce -4.0% 28,814 $1.1M
Osaic Holdings, Inc. 0.00% Add +1.8% 27,798 $1.0M
1607 Capital Partners, LLC 0.06% New 23,955 $881K
Laurel Oak Wealth Management, LLC 0.15% — 23,912 $880K
IHT Wealth Management, LLC 0.02% Add +5.8% 23,120 $851K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.2% 22,844 $840K
HUB Investment Partners, LLC 0.02% New 19,000 $699K
Alteri Wealth LLC 0.21% No change 18,010 $663K
Kestra Advisory Services, LLC 0.00% Add +0.1% 17,891 $658K
David J Yvars Group 0.35% Add +28.1% 17,800 $655K
Meridian Wealth Management, LLC 0.02% Add +3.6% 17,734 $652K
Benjamin Edwards Inc. 0.01% Add +4.5% 17,214 $633K
Smith Asset Management Co., LLC 0.49% Add +1.4% 16,070 $591K
World Investment Advisors 0.01% Reduce -0.7% 14,657 $539K
LVZ, Inc. 0.06% No change 13,890 $511K
Parallel Advisors, LLC 0.01% Add +9.1% 12,782 $470K
&partners 0.00% Add +8.4% 12,111 $446K
Commonwealth Equity Services, LLC 0.00% Reduce -13.8% 11,952 $440K
Oppenheimer & Co. Inc. 0.01% Add +8.1% 10,947 $403K
Compass Planning Associates Inc 0.26% No change 10,190 $375K
Concurrent Investment Advisors, LLC 0.00% Add +5.2% 10,154 $374K
Wealth Enhancement Advisory Services, LLC 0.00% Add +15.9% 9,624 $370K
Allworth Financial LP 0.00% Add +0.3% 8,730 $321K
SteelPeak Wealth, LLC 0.01% Add +4.1% 8,136 $299K
Landscape Capital Management, L.L.C. 0.02% Add +36.5% 8,098 $298K
J.W. Cole Advisors, Inc. 0.01% Add +1.6% 8,020 $295K
Jane Street Group, LLC 0.00% New 7,632 $281K
Mosaic Family Wealth Partners, LLC 0.03% Add +22.4% 7,247 $267K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.7% 6,849 $252K
Lanark Financial, Inc. 0.02% Add +43.5% 6,650 $245K
Thomas J. Herzfeld Advisors, Inc. 0.07% Add +74.4% 5,834 $215K
XTX Topco Ltd 0.01% New 5,722 $211K
Harbour Investments, Inc. 0.00% Add +604.8% 4,377 $161K
NewEdge Advisors, LLC 0.00% Reduce -69.0% 2,681 $99K
CoreCap Advisors, LLC 0.00% Add +1.6% 2,480 $91K
Steward Partners Investment Advisory, LLC 0.00% Add +1.7% 2,462 $91K
PNC Financial Services Group, Inc. 0.00% New 2,331 $86K
Farther Finance Advisors, LLC 0.00% Reduce -8.3% 2,258 $83K
Keating Financial Advisory Services, Inc. 0.01% — 2,121 $78K
Private Trust Co. NA 0.00% Add +3.7% 1,288 $47K
Comerica Bank 0.00% Add +3.8% 1,243 $46K
Motco 0.00% No change 1,000 $37K
IFP Advisors, Inc 0.00% New 654 $24K
Wealth Preservation Advisors, LLC 0.01% No change 518 $19K
National Bank of Canada 0.00% New 500 $18K
Colonial Trust Advisors 0.00% No change 378 $14K
US Bancorp \de 0.00% New 289 $11K
GoalVest Advisory LLC 0.00% No change 243 $9K
Rockefeller Capital Management L.P. 0.00% New 235 $9K
Stone House Investment Management, LLC 0.00% No change 144 $5K
Duncker Streett & Co. Inc. 0.00% No change 100 $4K
Larson Financial Group LLC 0.00% New 60 $2K
Truvestments Capital LLC 0.00% No change 23 $846
VSM Wealth Advisory, LLC 0.00% New 18 $662
Danske Bank A/S 0.00% New 4 $147

"% 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.