Avantax Advisory Services’s Circle Internet Group CRCL Stock Holding History

Avantax Advisory Services’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
2025 Q2	$292K	Buy	+1,613	New	+$263K	﹤0.01%	1923

Other funds holding CRCL

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ICCFIA

IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

AMC

Atlas Merchant Capital New York $585K AUM 83.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Avantax Advisory Services's CRCL Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Circle Internet Group (CRCL) in Q2 2025: 1,613 shares worth $292K. The stake represents ﹤0.01% of the portfolio and ranks #1923 among its holdings.

238 funds tracked by Wall St. Rank hold CRCL as of Q2 2025.

Avantax Advisory Services held 1,613 shares of Circle Internet Group worth $292K as of Q2 2025.
Circle Internet Group was a new Avantax Advisory Services position in Q2 2025.
Circle Internet Group made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1923 holding.
238 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.