Envestnet Portfolio Solutions, Inc. CURB — CURBLINE PPTYS CORP

Ownership history in Envestnet Portfolio Solutions, Inc.  ·  4 quarters on record

AI Ownership Summary

Envestnet Portfolio Solutions, Inc. reported CURBLINE PPTYS CORP (CURB) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows CURB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CURB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Envestnet Portfolio Solutions, Inc.'s position in CURBLINE PPTYS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CURB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CURB stock page Envestnet Portfolio Solutions, Inc. fund profile Envestnet Portfolio Solutions, Inc. full holdings
How Envestnet Portfolio Solutions, Inc. held CURB — position size vs. price
% of Fund (quarterly)    CURB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 21,817 +2,352 +12.1% 0.00% $663K 2026-07-20 $31.28
2026 Q1 ADDED — — — 19,465 +3,130 +19.2% 0.00% $502K 2026-04-29 $27.47
2025 Q4 ADDED — — — 16,335 +106 +0.7% 0.00% $379K 2026-02-06 $24.97
2025 Q3 INITIATED — — — 16,229 — — 0.00% $362K 2025-10-30 $23.13

🏢 Other funds also holding CURB

As of 2026 Q2 — sorted by position size

Pensionfund Sabic 3Y 7Y 0.33% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.17% Vanderbilt University 3Y 0.09% State of Alaska, Department of Revenue 3Y 7Y 0.03% Louisiana State Employees Retirement System 3Y 7Y 0.02% Perpetual Ltd 3Y 7Y 0.02% COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 3Y 7Y 0.01% FIRST CITIZENS BANK & TRUST CO 3Y 7Y 0.01% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01% ZWJ INVESTMENT COUNSEL INC 3Y 7Y 0.01%

FAQ About Envestnet Portfolio Solutions, Inc. and CURB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Envestnet Portfolio Solutions, Inc. reported owning CURB?

Envestnet Portfolio Solutions, Inc. reported CURB across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported CURB position in Envestnet Portfolio Solutions, Inc.'s portfolio?

The largest reported portfolio weight for CURB was 0.00% in 2026 Q2.

What is the latest reported CURB position on this page?

The most recent filing on this page is 2026 Q2, when Envestnet Portfolio Solutions, Inc. reported 21,817 shares, equal to 0.00% of portfolio, with an estimated market value of $663K.

What does the chart on this CURB ownership page compare?

The chart compares Envestnet Portfolio Solutions, Inc.'s quarterly CURB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Envestnet Portfolio Solutions, Inc. time their CURB position?

Based on 13F filing dates vs. subsequent CURB price moves, Envestnet Portfolio Solutions, Inc. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on CURB relative to SPY over the holding period was +33.1%.

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