CW
SI

Curio Wealth’s Silvergate Capital Corporation SI Stock Holding History

Curio Wealth’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10
Closed -$1 – 1228
2026
Q1 		$1 Buy
+10
New +$1 ﹤0.01% 1247

Other funds holding SI

RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CFM
Compass Financial Management Tampa, Florida $829M AUM

Curio Wealth's SI Position: Q2 2026 in Review

Curio Wealth sold out of Silvergate Capital Corporation (SI) in Q2 2026, closing a stake of 10 shares — an estimated $1 sold.

Curio Wealth first reported a position in SI in Q1 2026 and held it in 1 quarter. The position peaked at $1 in Q1 2026. 3 funds tracked by Wall St. Rank hold SI as of Q2 2026.

  • Curio Wealth reported no remaining Silvergate Capital Corporation position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 10 Silvergate Capital Corporation shares in Q2 2026, an estimated $1.
  • Curio Wealth first reported a position in Silvergate Capital Corporation in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's Silvergate Capital Corporation position peaked at $1 in Q1 2026.
  • 3 funds tracked by Wall St. Rank held Silvergate Capital Corporation as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.