CAWM
CRCL

Capital Advisors Wealth Management’s Circle Internet Group CRCL Stock Holding History

Capital Advisors 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
Q3 		$338K Sell
4,111
-1,862
-31% -$144K 0.04% 177
2026
Q2 		$374K Buy
5,973
+616
+11% +$60K 0.04% 167
2026
Q1 		$511K Buy
5,357
+1,902
+55% +$161K 0.07% 129
2025
Q4 		$274K Buy
3,455
+1,571
+83% +$162K 0.04% 183
2025
Q3 		$250K Buy
+1,884
New +$298K 0.04% 191

Other funds holding CRCL

NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Capital Advisors Wealth Management's CRCL Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Circle Internet Group (CRCL) stake by 31% in Q3 2026, selling an estimated $144K and leaving 4,111 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #177.

Capital Advisors Wealth Management first reported a position in CRCL in Q3 2025 and has held it in 5 quarters since. The position peaked at $511K in Q1 2026. 23 funds tracked by Wall St. Rank hold CRCL as of Q3 2026.

  • Capital Advisors Wealth Management held 4,111 shares of Circle Internet Group worth $338K as of Q3 2026.
  • Capital Advisors Wealth Management sold 1,862 Circle Internet Group shares in Q3 2026, an estimated $144K.
  • Circle Internet Group made up 0.04% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #177 holding.
  • Capital Advisors Wealth Management first reported a position in Circle Internet Group in Q3 2025 and has held it in 5 quarters since.
  • Capital Advisors Wealth Management's Circle Internet Group position peaked at $511K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Circle Internet Group as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.