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COLDSTREAM CAPITAL MANAGEMENT INC - Portfolio Stock Holdings

COLDSTREAM CAPITAL MANAGEMENT INC disclosed 1280 stock positions in a recent SEC 13F filing. $7,990,385,896 of stock holdings were filed, with the largest holdings including IVV, MSFT, and VTV. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $13,925,235,705 and has 207 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

1280

Est. Stock Holding Value:

$7,990,385,896

Top Stock Holdings By Sector

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Portfolio Stock Holdings - COLDSTREAM CAPITAL MANAGEMENT INC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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