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Coldstream Capital Management’s First Community Bankshares FCBC Stock Holding History

Coldstream Capital Management’s Portfolio FCBC Stock Details FCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,038
Closed -$39.1K – 1847
2025
Q1 		$39.1K Buy
+1,038
New +$42.3K ﹤0.01% 1827

Other funds holding FCBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Coldstream Capital Management's FCBC Position: Q2 2025 in Review

Coldstream Capital Management sold out of First Community Bankshares (FCBC) in Q2 2025, closing a stake of 1,038 shares — an estimated $39.1K sold.

Coldstream Capital Management first reported a position in FCBC in Q1 2025 and held it in 1 quarter. The position peaked at $39.1K in Q1 2025. 121 funds tracked by Wall St. Rank hold FCBC as of Q2 2025.

  • Coldstream Capital Management reported no remaining First Community Bankshares position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,038 First Community Bankshares shares in Q2 2025, an estimated $39.1K.
  • Coldstream Capital Management first reported a position in First Community Bankshares in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's First Community Bankshares position peaked at $39.1K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held First Community Bankshares as of Q2 2025.

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