CAPTRUST Financial Advisors
CRCL

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
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

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors's CRCL Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Circle Internet Group (CRCL) stake by 3.9% in Q2 2026, buying an estimated $25.4K and bringing the position to 7,018 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

CAPTRUST Financial Advisors first reported a position in CRCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $645K in Q1 2026. 565 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • CAPTRUST Financial Advisors held 7,018 shares of Circle Internet Group worth $440K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 261 Circle Internet Group shares in Q2 2026, an estimated $25.4K.
  • Circle Internet Group made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2274 holding.
  • CAPTRUST Financial Advisors first reported a position in Circle Internet Group in Q2 2025 and has held it in 4 quarters since.
  • CAPTRUST Financial Advisors's Circle Internet Group position peaked at $645K in Q1 2026.
  • 565 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.