AF
CRCL

Allworth Financial’s Circle Internet Group CRCL Stock Holding History

Allworth Financial’s Portfolio CRCL Stock Details CRCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.8K Buy
1,267
+106
+9% +$10.3K ﹤0.01% 2646
2026
Q1 		$53.5K Buy
1,161
+110
+10% +$9.32K ﹤0.01% 2271
2025
Q4 		$35.8K Buy
1,051
+764
+266% +$79K ﹤0.01% 2429
2025
Q3 		$38.1K Buy
287
+85
+42% +$13.4K ﹤0.01% 2293
2025
Q2 		$36.6K Buy
+202
New +$32.9K ﹤0.01% 2137

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $437M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial's CRCL Position: Q2 2026 in Review

Allworth Financial increased its Circle Internet Group (CRCL) stake by 9.1% in Q2 2026, buying an estimated $10.3K and bringing the position to 1,267 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

Allworth Financial first reported a position in CRCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $53.5K in Q1 2026. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Allworth Financial held 1,267 shares of Circle Internet Group worth $41.8K as of Q2 2026.
  • Allworth Financial bought 106 Circle Internet Group shares in Q2 2026, an estimated $10.3K.
  • Circle Internet Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2646 holding.
  • Allworth Financial first reported a position in Circle Internet Group in Q2 2025 and has held it in 5 quarters since.
  • Allworth Financial's Circle Internet Group position peaked at $53.5K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

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