Diversify Advisory Services
CURI icon

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
Q3 		– Sell
-17,287
Closed -$42.2K – 1323
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

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
PM
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Diversify Advisory Services's CURI Position: Q3 2026 in Review

Diversify Advisory Services sold out of CuriosityStream (CURI) in Q3 2026, closing a stake of 17,287 shares — an estimated $42.2K sold.

Diversify Advisory Services first reported a position in CURI in Q4 2025 and held it in 2 quarters. The position peaked at $76.4K in Q4 2025. 10 funds tracked by Wall St. Rank hold CURI as of Q3 2026.

  • Diversify Advisory Services reported no remaining CuriosityStream position as of Q3 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 17,287 CuriosityStream shares in Q3 2026, an estimated $42.2K.
  • Diversify Advisory Services first reported a position in CuriosityStream in Q4 2025 and held it in 2 quarters.
  • Diversify Advisory Services's CuriosityStream position peaked at $76.4K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held CuriosityStream as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.