AHL
CIRC

Abel Hall LLC’s Circle8 Group CIRC Stock Holding History

Abel Hall LLC’s Portfolio CIRC Stock Details CIRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.7K Buy
+46,412
New +$73.3K 0.01% 905

Other funds holding CIRC

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
TFS
Targeted Financial Services Seminole, Florida $136M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Abel Hall LLC's CIRC Position: Q2 2026 in Review

Abel Hall LLC opened a new position in Circle8 Group (CIRC) in Q2 2026: 46,412 shares worth $42.7K. The stake represents 0.01% of the portfolio and ranks #905 among its holdings.

10 funds tracked by Wall St. Rank hold CIRC as of Q2 2026.

  • Abel Hall LLC held 46,412 shares of Circle8 Group worth $42.7K as of Q2 2026.
  • Circle8 Group was a new Abel Hall LLC position in Q2 2026.
  • Circle8 Group made up 0.01% of Abel Hall LLC's portfolio in Q2 2026, its #905 holding.
  • 10 funds tracked by Wall St. Rank held Circle8 Group as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.