SageView Advisory Group
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SageView Advisory Group’s Curbline Properties CURB Stock Holding History

SageView Advisory Group’s Portfolio CURB Stock Details CURB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-115
Closed -$2.67K – 2550
2025
Q4 		$2.67K Buy
+115
New +$2.68K ﹤0.01% 2155

Other funds holding CURB

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SageView Advisory Group's CURB Position: Q1 2026 in Review

SageView Advisory Group sold out of Curbline Properties (CURB) in Q1 2026, closing a stake of 115 shares — an estimated $2.67K sold.

SageView Advisory Group first reported a position in CURB in Q4 2025 and held it in 1 quarter. The position peaked at $2.67K in Q4 2025. 263 funds tracked by Wall St. Rank hold CURB as of Q1 2026.

  • SageView Advisory Group reported no remaining Curbline Properties position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 115 Curbline Properties shares in Q1 2026, an estimated $2.67K.
  • SageView Advisory Group first reported a position in Curbline Properties in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Curbline Properties position peaked at $2.67K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held Curbline Properties as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.