IWC
CURI icon

Integrated Wealth Concepts’s CuriosityStream CURI Stock Holding History

Integrated Wealth Concepts’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 		$3.62K Buy
+1,360
New +$4.02K ﹤0.01% 5123

Other funds holding CURI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
State Street
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

Integrated Wealth Concepts's CURI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in CuriosityStream (CURI) in Q2 2026: 1,360 shares worth $3.62K. The stake represents ﹤0.01% of the portfolio and ranks #5123 among its holdings.

103 funds tracked by Wall St. Rank hold CURI as of Q2 2026.

  • Integrated Wealth Concepts held 1,360 shares of CuriosityStream worth $3.62K as of Q2 2026.
  • CuriosityStream was a new Integrated Wealth Concepts position in Q2 2026.
  • CuriosityStream made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5123 holding.
  • 103 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.