CAPTRUST Financial Advisors’s Circle Internet Group CRCL Stock Holding History

CAPTRUST Financial 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 Q3	$430K	Sell	5,234 -1,784	-25%	-$138K	﹤0.01%	2353
2026 Q2	$440K	Buy	7,018 +261	+4%	+$25.4K	﹤0.01%	2274
2026 Q1	$645K	Buy	+6,757	New	+$573K	﹤0.01%	1868
2025 Q4	–	Sell	-3,183	Closed	-$422K	–	2836
2025 Q3	$422K	Buy	3,183 +1,437	+82%	+$227K	﹤0.01%	1931
2025 Q2	$317K	Buy	+1,746	New	+$284K	﹤0.01%	2018

Other funds holding CRCL

IDG China Capital Fund III Associates Central Hong Kong, China $733M AUM 37.75% 1-Year Est. Return

IDG-Accel China Capital II Associates Palo Alto, California $573M AUM 38.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

SBI Holdings USA Santa Clara, California $133M AUM 38.02% 1-Year Est. Return

IDG China Capital Fund GP III Associates Central Hong Kong, China $95.7M AUM 37.92% 1-Year Est. Return

CAPTRUST Financial Advisors's CRCL Position: Q3 2026 in Review

CAPTRUST Financial Advisors reduced its Circle Internet Group (CRCL) stake by 25% in Q3 2026, selling an estimated $138K and leaving 5,234 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

CAPTRUST Financial Advisors first reported a position in CRCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $645K in Q1 2026. 396 funds tracked by Wall St. Rank hold CRCL as of Q3 2026.

CAPTRUST Financial Advisors held 5,234 shares of Circle Internet Group worth $430K as of Q3 2026.
CAPTRUST Financial Advisors sold 1,784 Circle Internet Group shares in Q3 2026, an estimated $138K.
Circle Internet Group made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2353 holding.
CAPTRUST Financial Advisors first reported a position in Circle Internet Group in Q2 2025 and has held it in 5 quarters since.
CAPTRUST Financial Advisors's Circle Internet Group position peaked at $645K in Q1 2026.
396 funds tracked by Wall St. Rank held Circle Internet Group as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.