BCWM
CRCL

Bartlett & Co Wealth Management’s Circle Internet Group CRCL Stock Holding History

Bartlett & Co 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
Q1 		$38.3K Hold
320
– – ﹤0.01% 728
2025
Q4 		$25.4K Buy
+320
New +$33.1K ﹤0.01% 780

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $868M AUM 24.3% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $667M AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Bartlett & Co Wealth Management's CRCL Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Circle Internet Group (CRCL) position steady in Q1 2026 at 320 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Bartlett & Co Wealth Management first reported a position in CRCL in Q4 2025 and has held it in 2 quarters since. 534 funds tracked by Wall St. Rank hold CRCL as of Q1 2026.

  • Bartlett & Co Wealth Management held 320 shares of Circle Internet Group worth $38.3K as of Q1 2026.
  • Bartlett & Co Wealth Management left its Circle Internet Group share count unchanged in Q1 2026.
  • Circle Internet Group made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #728 holding.
  • Bartlett & Co Wealth Management first reported a position in Circle Internet Group in Q4 2025 and has held it in 2 quarters since.
  • 534 funds tracked by Wall St. Rank held Circle Internet Group as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.