Diversify Advisory Services’s CuriosityStream CURI Stock Holding History

Diversify Advisory Services’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	$42.2K	Buy	+17,287	New	+$51.1K	﹤0.01%	1238
2026 Q1	–	Sell	-20,648	Closed	-$76.4K	–	347
2025 Q4	$76.4K	Buy	+20,648	New	+$92K	﹤0.01%	902

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

Diversify Advisory Services's CURI Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in CuriosityStream (CURI) in Q2 2026: 17,287 shares worth $42.2K. The stake represents ﹤0.01% of the portfolio and ranks #1238 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CURI as recently as Q4 2025.

Diversify Advisory Services first reported a position in CURI in Q4 2025 and has held it in 2 quarters since. The position peaked at $76.4K in Q4 2025. 103 funds tracked by Wall St. Rank hold CURI as of Q2 2026.

Diversify Advisory Services held 17,287 shares of CuriosityStream worth $42.2K as of Q2 2026.
CuriosityStream was a new Diversify Advisory Services position in Q2 2026.
CuriosityStream made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1238 holding.
Diversify Advisory Services first reported a position in CuriosityStream in Q4 2025 and has held it in 2 quarters since.
Diversify Advisory Services's CuriosityStream position peaked at $76.4K in Q4 2025.
103 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.