Focus Partners Wealth’s CuriosityStream CURI Stock Holding History

Focus Partners Wealth’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	-10,386	Closed	-$39.5K	–	2697
2025 Q4	$39.5K	Sell	10,386 -1	-0%	-$4	﹤0.01%	2613
2025 Q3	$55.1K	Sell	10,387 -8,000	-44%	-$36.9K	﹤0.01%	2158
2025 Q2	$104K	Buy	18,387 +387	+2%	+$1.78K	﹤0.01%	1938
2025 Q1	$48.2K	Hold	18,000	–	–	﹤0.01%	1844
2024 Q4	$27.5K	Buy	+18,000	New	+$34.7K	﹤0.01%	1841

Other funds holding CURI

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 New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Focus Partners Wealth's CURI Position: Q1 2026 in Review

Focus Partners Wealth sold out of CuriosityStream (CURI) in Q1 2026, closing a stake of 10,386 shares — an estimated $39.5K sold.

Focus Partners Wealth first reported a position in CURI in Q4 2024 and held it in 5 quarters. The position peaked at $104K in Q2 2025. 105 funds tracked by Wall St. Rank hold CURI as of Q1 2026.

Focus Partners Wealth reported no remaining CuriosityStream position as of Q1 2026 after selling out during the quarter.
Focus Partners Wealth sold 10,386 CuriosityStream shares in Q1 2026, an estimated $39.5K.
Focus Partners Wealth first reported a position in CuriosityStream in Q4 2024 and held it in 5 quarters.
Focus Partners Wealth's CuriosityStream position peaked at $104K in Q2 2025.
105 funds tracked by Wall St. Rank held CuriosityStream as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.