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Coldstream Capital Management’s Superior Group of Companies SGC Stock Holding History

Coldstream Capital Management’s Portfolio SGC Stock Details SGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-976
Closed -$10.7K – 2964
2025
Q1 		$10.7K Buy
+976
New +$13.7K ﹤0.01% 2359

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Coldstream Capital Management sold out of Superior Group of Companies (SGC) in Q2 2025, closing a stake of 976 shares — an estimated $10.7K sold.

Coldstream Capital Management first reported a position in SGC in Q1 2025 and held it in 1 quarter. The position peaked at $10.7K in Q1 2025. 93 funds tracked by Wall St. Rank hold SGC as of Q2 2025.

  • Coldstream Capital Management reported no remaining Superior Group of Companies position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 976 Superior Group of Companies shares in Q2 2025, an estimated $10.7K.
  • Coldstream Capital Management first reported a position in Superior Group of Companies in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Superior Group of Companies position peaked at $10.7K in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Superior Group of Companies as of Q2 2025.

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