EFA
CURI icon

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
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
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

Evernest Financial Advisors's CURI Position: Q1 2026 in Review

Evernest Financial Advisors reduced its CuriosityStream (CURI) stake by 47% in Q1 2026, selling an estimated $405K and leaving 135,234 shares worth $440K. The position accounts for 0.09% of the portfolio, ranked #124.

Evernest Financial Advisors first reported a position in CURI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q3 2025. 105 funds tracked by Wall St. Rank hold CURI as of Q1 2026.

  • Evernest Financial Advisors held 135,234 shares of CuriosityStream worth $440K as of Q1 2026.
  • Evernest Financial Advisors sold 120,056 CuriosityStream shares in Q1 2026, an estimated $405K.
  • CuriosityStream made up 0.09% of Evernest Financial Advisors's portfolio in Q1 2026, its #124 holding.
  • Evernest Financial Advisors first reported a position in CuriosityStream in Q2 2025 and has held it in 4 quarters since.
  • Evernest Financial Advisors's CuriosityStream position peaked at $1.27M in Q3 2025.
  • 105 funds tracked by Wall St. Rank held CuriosityStream as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.