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
2026
Q2 		$62 Buy
+3,100
New +$302K ﹤0.01% 5004
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 $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

Cetera Investment Advisers's CRCL Position: Q2 2026 in Review

Cetera Investment Advisers increased its Circle Internet Group (CRCL) stake by 13% in Q2 2026, buying an estimated $345K and bringing the position to 31,636 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

Cetera Investment Advisers first reported a position in CRCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.68M in Q1 2026. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Cetera Investment Advisers held 31,636 shares of Circle Internet Group worth $1.98M as of Q2 2026.
  • Cetera Investment Advisers bought 3,545 Circle Internet Group shares in Q2 2026, an estimated $345K.
  • Circle Internet Group made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2394 holding.
  • Cetera Investment Advisers first reported a position in Circle Internet Group in Q2 2025 and has held it in 5 quarters since.
  • Cetera Investment Advisers's Circle Internet Group position peaked at $2.68M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.