Burney Company’s CuriosityStream CURI Stock Holding History

Burney Company’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	-95,366	Closed	-$282K	–	620
2026 Q1	$282K	Sell	95,366 -4,131	-4%	-$13.9K	0.01%	517
2025 Q4	$378K	Sell	99,497 -93,933	-49%	-$418K	0.01%	488
2025 Q3	$1.03M	Buy	193,430 +83,920	+77%	+$387K	0.03%	309
2025 Q2	$617K	Buy	+109,510	New	+$503K	0.02%	377

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

Burney Company's CURI Position: Q2 2026 in Review

Burney Company sold out of CuriosityStream (CURI) in Q2 2026, closing a stake of 95,366 shares — an estimated $282K sold.

Burney Company first reported a position in CURI in Q2 2025 and held it in 4 quarters. The position peaked at $1.03M in Q3 2025. 103 funds tracked by Wall St. Rank hold CURI as of Q2 2026.

Burney Company reported no remaining CuriosityStream position as of Q2 2026 after selling out during the quarter.
Burney Company sold 95,366 CuriosityStream shares in Q2 2026, an estimated $282K.
Burney Company first reported a position in CuriosityStream in Q2 2025 and held it in 4 quarters.
Burney Company's CuriosityStream position peaked at $1.03M in Q3 2025.
103 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.