BRWA
CRCL

B. Riley Wealth Advisors’s Circle Internet Group CRCL Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-2,415
Closed -$217K – 1019
2026
Q1 		$217K Sell
2,415
-199
-8% -$16.9K 0.01% 689
2025
Q4 		$207K Buy
2,614
+459
+21% +$47.4K 0.01% 857
2025
Q3 		$286K Buy
+2,155
New +$341K 0.01% 743

Other funds holding CRCL

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

B. Riley Wealth Advisors's CRCL Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Circle Internet Group (CRCL) in Q2 2026, closing a stake of 2,415 shares — an estimated $217K sold.

B. Riley Wealth Advisors first reported a position in CRCL in Q3 2025 and held it in 3 quarters. The position peaked at $286K in Q3 2025. 96 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining Circle Internet Group position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,415 Circle Internet Group shares in Q2 2026, an estimated $217K.
  • B. Riley Wealth Advisors first reported a position in Circle Internet Group in Q3 2025 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Circle Internet Group position peaked at $286K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.