Cetera Investment Advisers
CRCL

Cetera Investment Advisers’s Circle Internet Group CRCL Stock Holding History

Cetera Investment Advisers’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
2025
Q4 		– Sell
-300
Closed -$4.75K – 4907
2025
Q3 		$4.75K Buy
+300
New +$47.5K ﹤0.01% 4525

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $868M AUM 24.3% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $667M AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Cetera Investment Advisers's CRCL Position: Q1 2026 in Review

Cetera Investment Advisers increased its Circle Internet Group (CRCL) stake by 16% in Q1 2026, buying an estimated $323K and bringing the position to 28,091 shares worth $2.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Cetera Investment Advisers first reported a position in CRCL in Q2 2025 and has held it in 4 quarters since. 534 funds tracked by Wall St. Rank hold CRCL as of Q1 2026.

  • Cetera Investment Advisers held 28,091 shares of Circle Internet Group worth $2.68M as of Q1 2026.
  • Cetera Investment Advisers bought 3,815 Circle Internet Group shares in Q1 2026, an estimated $323K.
  • Circle Internet Group made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2007 holding.
  • Cetera Investment Advisers first reported a position in Circle Internet Group in Q2 2025 and has held it in 4 quarters since.
  • 534 funds tracked by Wall St. Rank held Circle Internet Group as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.