Beaird Harris Wealth Management’s Circle Internet Group CRCL Stock Holding History

Beaird Harris 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 Q2	$2.82K	Buy	+45	New	+$4.38K	﹤0.01%	498

Other funds holding CRCL

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ACL

Applied Capital LLC Hollywood, Florida $246M AUM 17.46% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Beaird Harris Wealth Management's CRCL Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in Circle Internet Group (CRCL) in Q2 2026: 45 shares worth $2.82K. The stake represents ﹤0.01% of the portfolio and ranks #498 among its holdings.

49 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

Beaird Harris Wealth Management held 45 shares of Circle Internet Group worth $2.82K as of Q2 2026.
Circle Internet Group was a new Beaird Harris Wealth Management position in Q2 2026.
Circle Internet Group made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #498 holding.
49 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.