Columbia Slgmn Prem Tech GRSTK
13F holders, Q1 2026 (March 31)79holders +4
11new positions
6sold out
$37.96avg. 13F price*
At the end of Q1 2026, 79 institutions reported holding Columbia Slgmn Prem Tech GR (STK) in their 13F filings, up 4 from Q4 2025. 11 opened new positions and 6 sold out. The largest holders were Wells Fargo & Company ($15.3M), Morgan Stanley ($11.8M) and Janney Montgomery Scott LLC ($11.6M).
- Company
- Columbia Slgmn Prem Tech GR
- CUSIP
- 19842X109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.5M |
| Exits | 6 | $4.3M |
All 13F filers, Q4 2025 → Q1 2026: 369,804 shares bought and 208,801 shares sold, net +161,003 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Wells Fargo & Company | 0.00% | Reduce -0.8% | 404,253 | $15.3M |
| Morgan Stanley | 0.00% | Reduce -4.2% | 311,540 | $11.8M |
| Janney Montgomery Scott LLC | 0.03% | Add +0.8% | 306,516 | $11.6M |
| Invesco Ltd. | 0.00% | Add +1.7% | 211,531 | $8.0M |
| LPL Financial LLC | 0.00% | Add +5.9% | 195,321 | $7.4M |
| Karpus Management, Inc. | 0.22% | Add +79.9% | 186,368 | $7.1M |
| Bank of America Corp. | 0.00% | Add +51.1% | 166,575 | $6.3M |
| Shaker Financial Services, LLC | 1.33% | Add +24.8% | 100,908 | $3.8M |
| Royal Bank of Canada | 0.00% | Reduce -25.1% | 93,975 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Add +3.6% | 78,064 | $3.0M |
| PMG Family Office LLC | 3.25% | Add +0.1% | 76,670 | $2.9M |
| Thomas J. Herzfeld Advisors, Inc. | 0.85% | Add +1035.1% | 66,224 | $2.5M |
| Advisory Advocates, LLC | 1.83% | Add +38.1% | 47,309 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Add +3.2% | 44,919 | $1.7M |
| Wolverine Asset Management LLC | 0.09% | Reduce -40.7% | 44,831 | $1.7M |
| Aviance Capital Partners, LLC | 0.20% | Add +0.5% | 44,424 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +11.6% | 37,806 | $1.4M |
| UBS Group AG | 0.00% | Reduce -3.5% | 33,218 | $1.3M |
| International Assets Investment Management, LLC | 0.08% | Add +1.5% | 29,254 | $1.1M |
| Cohen & Steers, Inc. | 0.00% | New | 30,000 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.1% | 29,450 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.3% | 26,595 | $1.0M |
| 1607 Capital Partners, LLC | 0.07% | No change | 23,955 | $909K |
| Advisors Asset Management, Inc. | 0.01% | New | 23,503 | $891K |
| World Investment Advisors | 0.01% | Add +60.1% | 23,466 | $890K |
| IHT Wealth Management, LLC | 0.02% | Reduce -4.0% | 22,183 | $841K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.7% | 21,761 | $825K |
| Laurel Oak Wealth Management, LLC | 0.14% | Reduce -9.5% | 21,649 | $821K |
| HUB Investment Partners, LLC | 0.02% | No change | 19,000 | $721K |
| David J Yvars Group | 0.39% | Add +4.4% | 18,583 | $705K |
| Alteri Wealth LLC | 0.22% | No change | 18,010 | $683K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.1% | 17,747 | $673K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.9% | 17,382 | $659K |
| Benjamin Edwards Inc. | 0.01% | Add +0.6% | 17,315 | $657K |
| Smith Asset Management Co., LLC | 0.52% | No change | 16,070 | $610K |
| LVZ, Inc. | 0.06% | No change | 13,890 | $527K |
| &partners | 0.00% | Add +9.3% | 13,232 | $502K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.4% | 13,082 | $496K |
| Parallel Advisors, LLC | 0.01% | Add +1.0% | 12,905 | $490K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +72.2% | 11,796 | $447K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.0% | 10,951 | $415K |
| Compass Planning Associates Inc | 0.25% | No change | 10,190 | $387K |
| NorthRock Partners, LLC | 0.01% | New | 10,095 | $383K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 9,396 | $356K |
| Allworth Financial LP | 0.00% | Add +0.1% | 8,738 | $331K |
| Jane Street Group, LLC | 0.00% | Add +14.5% | 8,736 | $331K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -16.9% | 8,437 | $320K |
| SteelPeak Wealth, LLC | 0.01% | Add +1.5% | 8,255 | $313K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -21.0% | 7,606 | $297K |
| Mosaic Family Wealth Partners, LLC | 0.03% | No change | 7,247 | $275K |
| Lanark Financial, Inc. | 0.02% | Add +0.1% | 6,654 | $252K |
| Diversify Wealth Management, LLC | 0.00% | New | 4,420 | $210K |
| Choreo, LLC | 0.00% | New | 5,419 | $206K |
| Mariner, LLC | 0.00% | New | 5,330 | $202K |
| Harbour Investments, Inc. | 0.00% | No change | 4,377 | $166K |
| PNC Financial Services Group, Inc. | 0.00% | Add +77.0% | 4,126 | $156K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.3% | 2,619 | $99K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.5% | 2,574 | $98K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,258 | $88K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +0.9% | 2,141 | $81K |
| CoreCap Advisors, LLC | 0.00% | Reduce -41.9% | 1,442 | $55K |
| Private Trust Co. NA | 0.00% | No change | 1,288 | $49K |
| Fifth Third Bancorp | 0.00% | New | 1,243 | $47K |
| Motco | 0.00% | No change | 1,000 | $38K |
| Larson Financial Group LLC | 0.00% | Add +1276.7% | 826 | $31K |
| RHL Group, LLC | 0.02% | New | 575 | $22K |
| Wealth Preservation Advisors, LLC | 0.02% | No change | 518 | $20K |
| National Bank of Canada | 0.00% | No change | 500 | $19K |
| Colonial Trust Advisors | 0.00% | No change | 378 | $14K |
| Advisory Services Network, LLC | 0.00% | New | 350 | $13K |
| US Bancorp \de | 0.00% | No change | 289 | $11K |
| GoalVest Advisory LLC | 0.00% | No change | 243 | $9K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 235 | $9K |
| Stone House Investment Management, LLC | 0.00% | No change | 144 | $5K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 100 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 75 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 23 | $872 |
| VSM Wealth Advisory, LLC | 0.00% | No change | 18 | $683 |
| Danske Bank A/S | 0.00% | No change | 4 | $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.