Coldstream Capital Management
FBIZ icon

Coldstream Capital Management’s First Business Financial Services FBIZ Stock Holding History

Coldstream Capital Management’s Portfolio FBIZ Stock Details FBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-236
Closed -$11.1K – 1840
2025
Q1 		$11.1K Buy
+236
New +$11.6K ﹤0.01% 2340

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FBFS
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BFC
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Manulife (Manufacturers Life Insurance)
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Geode Capital Management
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American Century Companies
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CCM
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State Street
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Coldstream Capital Management's FBIZ Position: Q2 2025 in Review

Coldstream Capital Management sold out of First Business Financial Services (FBIZ) in Q2 2025, closing a stake of 236 shares — an estimated $11.1K sold.

Coldstream Capital Management first reported a position in FBIZ in Q1 2025 and held it in 1 quarter. The position peaked at $11.1K in Q1 2025. 117 funds tracked by Wall St. Rank hold FBIZ as of Q2 2025.

  • Coldstream Capital Management reported no remaining First Business Financial Services position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 236 First Business Financial Services shares in Q2 2025, an estimated $11.1K.
  • Coldstream Capital Management first reported a position in First Business Financial Services in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's First Business Financial Services position peaked at $11.1K in Q1 2025.
  • 117 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.