LPL Financial
CURI icon

LPL Financial’s CuriosityStream CURI Stock Holding History

LPL Financial’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 		$70.3K Sell
26,427
-4,479
-14% -$13.2K ﹤0.01% 5981
2026
Q1 		$91.5K Buy
30,906
+18
+0.1% +$61 ﹤0.01% 5689
2025
Q4 		$117K Buy
30,888
+32
+0.1% +$143 ﹤0.01% 5570
2025
Q3 		$164K Sell
30,856
-7,158
-19% -$33K ﹤0.01% 5402
2025
Q2 		$214K Buy
38,014
+10,434
+38% +$47.9K ﹤0.01% 5041
2025
Q1 		$73.9K Sell
27,580
-204
-0.7% -$496 ﹤0.01% 5094
2024
Q4 		$42.5K Sell
27,784
-755
-3% -$1.46K ﹤0.01% 5118
2024
Q3 		$54.5K Buy
28,539
+447
+2% +$610 ﹤0.01% 4988
2024
Q2 		$32K Buy
28,092
+17,322
+161% +$19.2K ﹤0.01% 4891
2024
Q1 		$11.5K Buy
10,770
+250
+2% +$140 ﹤0.01% 4878
2023
Q4 		$5.68K Buy
+10,520
New +$6.39K ﹤0.01% 4776
2022
Q4 		– Sell
-11,750
Closed -$17K – 4474
2022
Q3 		$17K Sell
11,750
-300
-2% -$526 ﹤0.01% 4342
2022
Q2 		$20K Sell
12,050
-2,806
-19% -$5.66K ﹤0.01% 4343
2022
Q1 		$43K Buy
14,856
+3,449
+30% +$13.8K ﹤0.01% 4064
2021
Q4 		$68K Sell
11,407
-279
-2% -$2.35K ﹤0.01% 4192
2021
Q3 		$123K Buy
+11,686
New +$138K ﹤0.01% 4095

Other funds holding CURI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LPL Financial's CURI Position: Q2 2026 in Review

LPL Financial reduced its CuriosityStream (CURI) stake by 14% in Q2 2026, selling an estimated $13.2K and leaving 26,427 shares worth $70.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5981.

LPL Financial first reported a position in CURI in Q3 2021 and has held it in 16 quarters since. The position peaked at $214K in Q2 2025. 35 funds tracked by Wall St. Rank hold CURI as of Q2 2026.

  • LPL Financial held 26,427 shares of CuriosityStream worth $70.3K as of Q2 2026.
  • LPL Financial sold 4,479 CuriosityStream shares in Q2 2026, an estimated $13.2K.
  • CuriosityStream made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5981 holding.
  • LPL Financial first reported a position in CuriosityStream in Q3 2021 and has held it in 16 quarters since.
  • LPL Financial's CuriosityStream position peaked at $214K in Q2 2025.
  • 35 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.