TPWA
CURB

Twin Peaks Wealth Advisors’s Curbline Properties CURB Stock Holding History

Twin Peaks Wealth Advisors’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
Q2 		– Sell
-167
Closed -$4.31K – 2324
2026
Q1 		$4.31K Buy
+167
New +$4.28K ﹤0.01% 1446
2025
Q3 		– Sell
-431
Closed -$9.75K – 2246
2025
Q2 		$9.75K Buy
+431
New +$9.91K ﹤0.01% 947

Other funds holding CURB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Twin Peaks Wealth Advisors's CURB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Curbline Properties (CURB) in Q2 2026, closing a stake of 167 shares — an estimated $4.31K sold.

Twin Peaks Wealth Advisors first reported a position in CURB in Q2 2025 and held it in 2 quarters. The position peaked at $9.75K in Q2 2025. 283 funds tracked by Wall St. Rank hold CURB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Curbline Properties position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 167 Curbline Properties shares in Q2 2026, an estimated $4.31K.
  • Twin Peaks Wealth Advisors first reported a position in Curbline Properties in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Curbline Properties position peaked at $9.75K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Curbline Properties as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.