Congress Wealth Management
CURI icon

Congress Wealth Management’s CuriosityStream CURI Stock Holding History

Congress Wealth Management’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
2025
Q2 		$643K Sell
114,208
-20,964
-16% -$96.2K 0.01% 841
2025
Q1 		$377K Buy
+135,172
New +$329K ﹤0.01% 890

Other funds holding CURI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's CURI Position: Q2 2025 in Review

Congress Wealth Management reduced its CuriosityStream (CURI) stake by 16% in Q2 2025, selling an estimated $96.2K and leaving 114,208 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #841.

Congress Wealth Management first reported a position in CURI in Q1 2025 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold CURI as of Q2 2025.

  • Congress Wealth Management held 114,208 shares of CuriosityStream worth $643K as of Q2 2025.
  • Congress Wealth Management sold 20,964 CuriosityStream shares in Q2 2025, an estimated $96.2K.
  • CuriosityStream made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #841 holding.
  • Congress Wealth Management first reported a position in CuriosityStream in Q1 2025 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.