Steward Partners Investment Advisory’s CuriosityStream CURI Stock Holding History

Steward Partners Investment Advisory’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	$1.2K	Hold	450	–	–	﹤0.01%	4341
2026 Q1	$1.33K	Hold	450	–	–	﹤0.01%	4144
2025 Q4	$1.71K	Hold	450	–	–	﹤0.01%	3993
2025 Q3	$2.38K	Hold	450	–	–	﹤0.01%	3875
2025 Q2	$2.53K	Hold	450	–	–	﹤0.01%	3684
2025 Q1	$1.21K	Hold	450	–	–	﹤0.01%	3735
2024 Q4	$689	Buy	450 +200	+80%	+$385	﹤0.01%	3811
2024 Q3	$478	Hold	250	–	–	﹤0.01%	3599
2024 Q2	$285	Hold	250	–	–	﹤0.01%	3516
2024 Q1	$268	Buy	+250	New	+$140	﹤0.01%	3459

Other funds holding CURI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

Steward Partners Investment Advisory's CURI Position: Q2 2026 in Review

Steward Partners Investment Advisory held its CuriosityStream (CURI) position steady in Q2 2026 at 450 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4341.

Steward Partners Investment Advisory first reported a position in CURI in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.53K in Q2 2025. 102 funds tracked by Wall St. Rank hold CURI as of Q2 2026.

Steward Partners Investment Advisory held 450 shares of CuriosityStream worth $1.2K as of Q2 2026.
Steward Partners Investment Advisory left its CuriosityStream share count unchanged in Q2 2026.
CuriosityStream made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4341 holding.
Steward Partners Investment Advisory first reported a position in CuriosityStream in Q1 2024 and has held it in 10 quarters since.
Steward Partners Investment Advisory's CuriosityStream position peaked at $2.53K in Q2 2025.
102 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.