CCM
ML

Coldstream Capital Management’s MoneyLion Inc. ML Stock Holding History

Coldstream Capital Management’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15
Closed -$1.3K – 3550
2025
Q1 		$1.3K Buy
+15
New +$1.3K ﹤0.01% 3115

Other funds holding ML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Coldstream Capital Management sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 15 shares — an estimated $1.3K sold.

Coldstream Capital Management first reported a position in ML in Q1 2025 and held it in 1 quarter. The position peaked at $1.3K in Q1 2025. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

  • Coldstream Capital Management reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 15 MoneyLion Inc. shares in Q2 2025, an estimated $1.3K.
  • Coldstream Capital Management first reported a position in MoneyLion Inc. in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's MoneyLion Inc. position peaked at $1.3K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

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