Evernest Financial Advisors’s CuriosityStream CURI Stock Holding History

Evernest Financial Advisors’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	–	Sell	-135,234	Closed	-$440K	–	194
2026 Q1	$440K	Sell	135,234 -120,056	-47%	-$405K	0.09%	124
2025 Q4	$840K	Buy	255,290 +15,262	+6%	+$68K	0.18%	87
2025 Q3	$1.27M	Buy	240,028 +129,156	+116%	+$595K	0.36%	54
2025 Q2	$624K	Buy	+110,872	New	+$509K	0.2%	96

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

Evernest Financial Advisors's CURI Position: Q2 2026 in Review

Evernest Financial Advisors sold out of CuriosityStream (CURI) in Q2 2026, closing a stake of 135,234 shares — an estimated $440K sold.

Evernest Financial Advisors first reported a position in CURI in Q2 2025 and held it in 4 quarters. The position peaked at $1.27M in Q3 2025. 103 funds tracked by Wall St. Rank hold CURI as of Q2 2026.

Evernest Financial Advisors reported no remaining CuriosityStream position as of Q2 2026 after selling out during the quarter.
Evernest Financial Advisors sold 135,234 CuriosityStream shares in Q2 2026, an estimated $440K.
Evernest Financial Advisors first reported a position in CuriosityStream in Q2 2025 and held it in 4 quarters.
Evernest Financial Advisors's CuriosityStream position peaked at $1.27M in Q3 2025.
103 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.