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Coldstream Capital Management’s HBT Financial HBT Stock Holding History

Coldstream Capital Management’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-203
Closed -$4.55K – 2048
2025
Q1 		$4.55K Buy
+203
New +$4.78K ﹤0.01% 2744

Other funds holding HBT

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Coldstream Capital Management sold out of HBT Financial (HBT) in Q2 2025, closing a stake of 203 shares — an estimated $4.55K sold.

Coldstream Capital Management first reported a position in HBT in Q1 2025 and held it in 1 quarter. The position peaked at $4.55K in Q1 2025. 106 funds tracked by Wall St. Rank hold HBT as of Q2 2025.

  • Coldstream Capital Management reported no remaining HBT Financial position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 203 HBT Financial shares in Q2 2025, an estimated $4.55K.
  • Coldstream Capital Management first reported a position in HBT Financial in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's HBT Financial position peaked at $4.55K in Q1 2025.
  • 106 funds tracked by Wall St. Rank held HBT Financial as of Q2 2025.

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