Abound Wealth Management’s Curbline Properties CURB Stock Holding History

Abound Wealth Management’s Portfolio CURB Stock Details CURB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$244	Hold	8	–	–	﹤0.01%	1079
2026 Q1	$207	Hold	8	–	–	﹤0.01%	1230
2025 Q4	$186	Hold	8	–	–	﹤0.01%	1210
2025 Q3	$179	Hold	8	–	–	﹤0.01%	1155
2025 Q2	$183	Hold	8	–	–	﹤0.01%	1072
2025 Q1	$194	Hold	8	–	–	﹤0.01%	996
2024 Q4	$186	Buy	+8	New	+$188	﹤0.01%	1100

Other funds holding CURB

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM