Merit Financial Group’s CuriosityStream CURI Stock Holding History

Merit Financial Group’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	$86.8K	Buy	32,617 +1,120	+4%	+$3.31K	﹤0.01%	2240
2026 Q1	$93.2K	Buy	31,497 +722	+2%	+$2.44K	﹤0.01%	2016
2025 Q4	$117K	Sell	30,775 -681	-2%	-$3.03K	﹤0.01%	1883
2025 Q3	$167K	Sell	31,456 -9,974	-24%	-$45.9K	﹤0.01%	1701
2025 Q2	$233K	Buy	41,430 +30,754	+288%	+$141K	﹤0.01%	1475
2025 Q1	$28.6K	Buy	+10,676	New	+$26K	﹤0.01%	1380

Other funds holding CURI

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Merit Financial Group's CURI Position: Q2 2026 in Review

Merit Financial Group increased its CuriosityStream (CURI) stake by 3.6% in Q2 2026, buying an estimated $3.31K and bringing the position to 32,617 shares worth $86.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2240.

Merit Financial Group first reported a position in CURI in Q1 2025 and has held it in 6 quarters since. The position peaked at $233K in Q2 2025. 3 funds tracked by Wall St. Rank hold CURI as of Q2 2026.

Merit Financial Group held 32,617 shares of CuriosityStream worth $86.8K as of Q2 2026.
Merit Financial Group bought 1,120 CuriosityStream shares in Q2 2026, an estimated $3.31K.
CuriosityStream made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2240 holding.
Merit Financial Group first reported a position in CuriosityStream in Q1 2025 and has held it in 6 quarters since.
Merit Financial Group's CuriosityStream position peaked at $233K in Q2 2025.
3 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.