Jones Financial Companies
CURI icon

Jones Financial Companies’s CuriosityStream CURI Stock Holding History

Jones Financial Companies’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
-40
Closed -$152 – 4768
2025
Q4 		$152 Hold
40
– – ﹤0.01% 4287
2025
Q3 		$214 Hold
40
– – ﹤0.01% 4128
2025
Q2 		$212 Buy
+40
New +$184 ﹤0.01% 3909

Other funds holding CURI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thompson Siegel & Walmsley
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

Jones Financial Companies's CURI Position: Q1 2026 in Review

Jones Financial Companies sold out of CuriosityStream (CURI) in Q1 2026, closing a stake of 40 shares — an estimated $152 sold.

Jones Financial Companies first reported a position in CURI in Q2 2025 and held it in 3 quarters. The position peaked at $214 in Q3 2025. 105 funds tracked by Wall St. Rank hold CURI as of Q1 2026.

  • Jones Financial Companies reported no remaining CuriosityStream position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 40 CuriosityStream shares in Q1 2026, an estimated $152.
  • Jones Financial Companies first reported a position in CuriosityStream in Q2 2025 and held it in 3 quarters.
  • Jones Financial Companies's CuriosityStream position peaked at $214 in Q3 2025.
  • 105 funds tracked by Wall St. Rank held CuriosityStream as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.