BWM
CRCL

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

Bullock 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 		$6.82K Hold
110
– – ﹤0.01% 476
2026
Q1 		$9.98K Buy
+110
New +$9.32K 0.01% 422

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $437M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bullock Wealth Management's CRCL Position: Q2 2026 in Review

Bullock Wealth Management held its Circle Internet Group (CRCL) position steady in Q2 2026 at 110 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Bullock Wealth Management first reported a position in CRCL in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.98K in Q1 2026. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Bullock Wealth Management held 110 shares of Circle Internet Group worth $6.82K as of Q2 2026.
  • Bullock Wealth Management left its Circle Internet Group share count unchanged in Q2 2026.
  • Circle Internet Group made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #476 holding.
  • Bullock Wealth Management first reported a position in Circle Internet Group in Q1 2026 and has held it in 2 quarters since.
  • Bullock Wealth Management's Circle Internet Group position peaked at $9.98K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.