Advisory Services Network’s CuriosityStream CURI Stock Holding History

Advisory Services Network’s Portfolio CURI Stock Details CURI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-248	Closed	-$734	–	2702
2026 Q1	$734	Buy	+248	New	+$837	﹤0.01%	4364
2025 Q4	–	Sell	-248	Closed	-$1.31K	–	2346
2025 Q3	$1.31K	Buy	+248	New	+$1.14K	﹤0.01%	3883
2024 Q1	–	Sell	-330	Closed	-$178	–	1920
2023 Q4	$178	Buy	+330	New	+$200	﹤0.01%	3743
2023 Q2	–	Sell	-1,005	Closed	-$1.36K	–	1920
2023 Q1	$1.36K	Hold	1,005	–	–	﹤0.01%	3547
2022 Q4	$1.15K	Buy	+1,005	New	+$1.3K	﹤0.01%	3567
2022 Q2	–	Sell	-23,588	Closed	-$68K	–	1399
2022 Q1	$68K	Sell	23,588 -1,644	-7%	-$6.59K	﹤0.01%	1414
2021 Q4	$150K	Buy	25,232 +320	+1%	+$2.7K	﹤0.01%	1334
2021 Q3	$263K	Sell	24,912 -1,763	-7%	-$20.8K	0.01%	1159
2021 Q2	$364K	Buy	26,675 +7,950	+42%	+$103K	0.01%	1006
2021 Q1	$254K	Buy	+18,725	New	+$324K	0.01%	1098

Other funds holding CURI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

Advisory Services Network's CURI Position: Q2 2026 in Review

Advisory Services Network sold out of CuriosityStream (CURI) in Q2 2026, closing a stake of 248 shares — an estimated $734 sold.

Advisory Services Network first reported a position in CURI in Q1 2021 and held it in 10 quarters. The position peaked at $364K in Q2 2021. 103 funds tracked by Wall St. Rank hold CURI as of Q2 2026.

Advisory Services Network reported no remaining CuriosityStream position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 248 CuriosityStream shares in Q2 2026, an estimated $734.
Advisory Services Network first reported a position in CuriosityStream in Q1 2021 and held it in 10 quarters.
Advisory Services Network's CuriosityStream position peaked at $364K in Q2 2021.
103 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.