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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Diversify Advisory Services's CURI Position: Q1 2026 in Review

Diversify Advisory Services sold out of CuriosityStream (CURI) in Q1 2026, closing a stake of 20,648 shares — an estimated $76.4K sold.

Diversify Advisory Services first reported a position in CURI in Q4 2025 and held it in 1 quarter. The position peaked at $76.4K in Q4 2025. 105 funds tracked by Wall St. Rank hold CURI as of Q1 2026.

  • Diversify Advisory Services reported no remaining CuriosityStream position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 20,648 CuriosityStream shares in Q1 2026, an estimated $76.4K.
  • Diversify Advisory Services first reported a position in CuriosityStream in Q4 2025 and held it in 1 quarter.
  • Diversify Advisory Services's CuriosityStream position peaked at $76.4K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held CuriosityStream as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.