Allworth Financial’s CuriosityStream CURI Stock Holding History

Allworth Financial’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 Q1	$69	Buy	+23	New	+$78	﹤0.01%	5045
2022 Q4	–	Sell	-48	Closed	–	–	3047
2022 Q3	$0	Hold	48	–	–	﹤0.01%	2737
2022 Q2	$0	Buy	+48	New	+$97	﹤0.01%	2472
2021 Q4	–	Sell	-50	Closed	-$1K	–	1962
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	1741
2021 Q2	$1K	Sell	50 -50	-50%	-$646	﹤0.01%	1451
2021 Q1	$1K	Buy	+100	New	+$1.73K	﹤0.01%	1379

Other funds holding CURI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Allworth Financial's CURI Position: Q1 2026 in Review

Allworth Financial opened a new position in CuriosityStream (CURI) in Q1 2026: 23 shares worth $69. The stake represents ﹤0.01% of the portfolio and ranks #5045 among its holdings. This is a return to the name: Allworth Financial previously reported a position in CURI as recently as Q3 2022.

Allworth Financial first reported a position in CURI in Q1 2021 and has held it in 6 quarters since. The position peaked at $1K in Q3 2021. 105 funds tracked by Wall St. Rank hold CURI as of Q1 2026.

Allworth Financial held 23 shares of CuriosityStream worth $69 as of Q1 2026.
CuriosityStream was a new Allworth Financial position in Q1 2026.
CuriosityStream made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5045 holding.
Allworth Financial first reported a position in CuriosityStream in Q1 2021 and has held it in 6 quarters since.
Allworth Financial's CuriosityStream position peaked at $1K in Q3 2021.
105 funds tracked by Wall St. Rank held CuriosityStream as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.