AWM
CRCL

Avaii Wealth Management’s Circle Internet Group CRCL Stock Holding History

Avaii Wealth Management’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
Q3 		$267K Buy
+3,287
New +$254K 0.08% 149

Other funds holding CRCL

NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Avaii Wealth Management's CRCL Position: Q3 2026 in Review

Avaii Wealth Management opened a new position in Circle Internet Group (CRCL) in Q3 2026: 3,287 shares worth $267K. The stake represents 0.08% of the portfolio and ranks #149 among its holdings.

23 funds tracked by Wall St. Rank hold CRCL as of Q3 2026.

  • Avaii Wealth Management held 3,287 shares of Circle Internet Group worth $267K as of Q3 2026.
  • Circle Internet Group was a new Avaii Wealth Management position in Q3 2026.
  • Circle Internet Group made up 0.08% of Avaii Wealth Management's portfolio in Q3 2026, its #149 holding.
  • 23 funds tracked by Wall St. Rank held Circle Internet Group as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.