Position in TW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$320,623
-$21,891 QoQ
Shares Held
2,725
-14.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Curi Capital, LLC holds $52,533,468 across 8 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
111,524 | $23,312,976 | |
| 2 | SF |
Stifel Financial Corp
|
200,717 | $14,004,024 | |
| 3 | SCHW |
Schwab Charles Corp
|
131,889 | $12,169,397 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,892 | $1,913,511 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,775 | $378,556 | |
| 6 | EVR |
Evercore Inc.
|
792 | $270,420 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
5,108 | $255,297 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
814 | $229,287 |
All Filings in TW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $320,623 | 2,725 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $342,514 | 3,185 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||