Curi RMB Capital’s Everpure Inc P Stock Holding History

Curi RMB Capital’s Portfolio P Stock Details P Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.99M	Sell	152,255 -9,472	-6%	-$642K	0.16%	154
2025 Q4	$10.8M	Buy	161,727 +9,676	+6%	+$808K	0.19%	131
2025 Q3	$12.7M	Buy	152,051 +84	+0.1%	+$5.59K	0.23%	115
2025 Q2	$8.75M	Buy	+151,967	New	+$7.56M	0.17%	157
2025 Q1	–	Sell	-28,770	Closed	-$1.77M	–	532
2024 Q4	$1.77M	Hold	28,770	–	–	0.04%	280
2024 Q3	$1.45M	Sell	28,770 -10,816	-27%	-$611K	0.03%	305
2024 Q2	$2.54M	Buy	39,586 +31,750	+405%	+$1.84M	0.06%	244
2024 Q1	$407K	Buy	+7,836	New	+$350K	0.01%	463

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Curi RMB Capital's P Position: Q1 2026 in Review

Curi RMB Capital reduced its Everpure Inc (P) stake by 5.9% in Q1 2026, selling an estimated $642K and leaving 152,255 shares worth $8.99M. The position accounts for 0.16% of the portfolio, ranked #154.

Curi RMB Capital first reported a position in P in Q1 2024 and has held it in 8 quarters since. The position peaked at $12.7M in Q3 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

Curi RMB Capital held 152,255 shares of Everpure Inc worth $8.99M as of Q1 2026.
Curi RMB Capital sold 9,472 Everpure Inc shares in Q1 2026, an estimated $642K.
Everpure Inc made up 0.16% of Curi RMB Capital's portfolio in Q1 2026, its #154 holding.
Curi RMB Capital first reported a position in Everpure Inc in Q1 2024 and has held it in 8 quarters since.
Curi RMB Capital's Everpure Inc position peaked at $12.7M in Q3 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.