IFP Advisors’s CuriosityStream CURI Stock Holding History

IFP 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	-110	Closed	-$326	–	5169
2026 Q1	$326	Hold	110	–	–	﹤0.01%	4516
2025 Q4	$418	Buy	110 +99	+900%	+$441	﹤0.01%	4331
2025 Q3	$58	Buy	+11	New	+$51	﹤0.01%	4638
2023 Q3	–	Sell	-264	Closed	-$246	–	3352
2023 Q2	$246	Hold	264	–	–	﹤0.01%	3292
2023 Q1	$2.96K	Sell	264 -3,000	-92%	-$4.76K	﹤0.01%	2770
2022 Q4	$37K	Buy	3,264 +39	+1%	+$51	﹤0.01%	2436
2022 Q3	$37K	Hold	3,225	–	–	﹤0.01%	2613
2022 Q2	$37K	Hold	3,225	–	–	﹤0.01%	2371
2022 Q1	$37K	Buy	+3,225	New	+$12.9K	﹤0.01%	2371
2021 Q3	–	Sell	-4,036	Closed	-$57K	–	3386
2021 Q2	$57K	Sell	4,036 -2,393	-37%	-$30.9K	﹤0.01%	1464
2021 Q1	$86K	Buy	+6,429	New	+$111K	﹤0.01%	1227

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

IFP Advisors's CURI Position: Q2 2026 in Review

IFP Advisors sold out of CuriosityStream (CURI) in Q2 2026, closing a stake of 110 shares — an estimated $326 sold.

IFP Advisors first reported a position in CURI in Q1 2021 and held it in 11 quarters. The position peaked at $86K in Q1 2021. 102 funds tracked by Wall St. Rank hold CURI as of Q2 2026.

IFP Advisors reported no remaining CuriosityStream position as of Q2 2026 after selling out during the quarter.
IFP Advisors sold 110 CuriosityStream shares in Q2 2026, an estimated $326.
IFP Advisors first reported a position in CuriosityStream in Q1 2021 and held it in 11 quarters.
IFP Advisors's CuriosityStream position peaked at $86K in Q1 2021.
102 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.