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Coldstream Capital Management’s SmartFinancial SMBK Stock Holding History

Coldstream Capital Management’s Portfolio SMBK Stock Details SMBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-62
Closed -$1.93K – 3009
2025
Q1 		$1.93K Buy
+62
New +$2.06K ﹤0.01% 3018

Other funds holding SMBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 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
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

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

Coldstream Capital Management sold out of SmartFinancial (SMBK) in Q2 2025, closing a stake of 62 shares — an estimated $1.93K sold.

Coldstream Capital Management first reported a position in SMBK in Q1 2025 and held it in 1 quarter. The position peaked at $1.93K in Q1 2025. 151 funds tracked by Wall St. Rank hold SMBK as of Q2 2025.

  • Coldstream Capital Management reported no remaining SmartFinancial position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 62 SmartFinancial shares in Q2 2025, an estimated $1.93K.
  • Coldstream Capital Management first reported a position in SmartFinancial in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's SmartFinancial position peaked at $1.93K in Q1 2025.
  • 151 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2025.

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