AF
CIRC

Allworth Financial’s Circle8 Group CIRC Stock Holding History

Allworth Financial’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 		$582 Buy
632
+574
+990% +$906 ﹤0.01% 4823
2026
Q1 		$176 Buy
58
+55
+1,833% +$174 ﹤0.01% 4943
2025
Q4 		$4 Sell
3
-5
-63% -$12 ﹤0.01% 4992
2025
Q3 		$25 Buy
+8
New +$24 ﹤0.01% 4808

Other funds holding CIRC

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Allworth Financial's CIRC Position: Q2 2026 in Review

Allworth Financial increased its Circle8 Group (CIRC) stake by 990% in Q2 2026, buying an estimated $906 and bringing the position to 632 shares worth $582. The position accounts for ﹤0.01% of the portfolio, ranked #4823.

Allworth Financial first reported a position in CIRC in Q3 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold CIRC as of Q2 2026.

  • Allworth Financial held 632 shares of Circle8 Group worth $582 as of Q2 2026.
  • Allworth Financial bought 574 Circle8 Group shares in Q2 2026, an estimated $906.
  • Circle8 Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4823 holding.
  • Allworth Financial first reported a position in Circle8 Group in Q3 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held Circle8 Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.