CFM Wealth Partners’s Circle Internet Group CRCL Stock Holding History

CFM Wealth Partners’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	$448K	Sell	5,453 -446	-8%	-$34.4K	0.06%	110
2026 Q2	$369K	Sell	5,899 -7,227	-55%	-$703K	0.05%	116
2026 Q1	$1.25M	Sell	13,126 -372	-3%	-$31.5K	0.19%	72
2025 Q4	$1.07M	Buy	13,498 +6,083	+82%	+$629K	0.15%	76
2025 Q3	$983K	Buy	+7,415	New	+$1.17M	0.14%	78

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

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

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

CFM Wealth Partners's CRCL Position: Q3 2026 in Review

CFM Wealth Partners reduced its Circle Internet Group (CRCL) stake by 7.6% in Q3 2026, selling an estimated $34.4K and leaving 5,453 shares worth $448K. The position accounts for 0.06% of the portfolio, ranked #110.

CFM Wealth Partners first reported a position in CRCL in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.25M in Q1 2026. 332 funds tracked by Wall St. Rank hold CRCL as of Q3 2026.

CFM Wealth Partners held 5,453 shares of Circle Internet Group worth $448K as of Q3 2026.
CFM Wealth Partners sold 446 Circle Internet Group shares in Q3 2026, an estimated $34.4K.
Circle Internet Group made up 0.06% of CFM Wealth Partners's portfolio in Q3 2026, its #110 holding.
CFM Wealth Partners first reported a position in Circle Internet Group in Q3 2025 and has held it in 5 quarters since.
CFM Wealth Partners's Circle Internet Group position peaked at $1.25M in Q1 2026.
332 funds tracked by Wall St. Rank held Circle Internet Group as of Q3 2026.

Based on CFM Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.