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Curi RMB Capital’s Vanguard Financials ETF VFH Stock Holding History

Curi RMB Capital’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$221K Sell
1,832
-416
-19% -$53K ﹤0.01% 803
2025
Q4 		$300K Buy
2,248
+724
+48% +$94K 0.01% 750
2025
Q3 		$200K Buy
+1,524
New +$197K ﹤0.01% 686

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Curi RMB Capital reduced its Vanguard Financials ETF (VFH) stake by 19% in Q1 2026, selling an estimated $53K and leaving 1,832 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Curi RMB Capital first reported a position in VFH in Q3 2025 and has held it in 3 quarters since. The position peaked at $300K in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Curi RMB Capital held 1,832 shares of Vanguard Financials ETF worth $221K as of Q1 2026.
  • Curi RMB Capital sold 416 Vanguard Financials ETF shares in Q1 2026, an estimated $53K.
  • Vanguard Financials ETF made up ﹤0.01% of Curi RMB Capital's portfolio in Q1 2026, its #803 holding.
  • Curi RMB Capital first reported a position in Vanguard Financials ETF in Q3 2025 and has held it in 3 quarters since.
  • Curi RMB Capital's Vanguard Financials ETF position peaked at $300K in Q4 2025.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

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