CWP
CRCL

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

Concord 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
Q2 		$7.5K Buy
+120
New +$11.7K ﹤0.01% 608
2026
Q1 		– Sell
-120
Closed -$9.5K – 838
2025
Q4 		$9.5K Hold
120
– – ﹤0.01% 547
2025
Q3 		$15.9K Hold
120
– – ﹤0.01% 482
2025
Q2 		$21.7K Buy
+120
New +$19.6K ﹤0.01% 452

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

Concord Wealth Partners's CRCL Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Circle Internet Group (CRCL) in Q2 2026: 120 shares worth $7.5K. The stake represents ﹤0.01% of the portfolio and ranks #608 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in CRCL as recently as Q4 2025.

Concord Wealth Partners first reported a position in CRCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $21.7K in Q2 2025. 563 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Concord Wealth Partners held 120 shares of Circle Internet Group worth $7.5K as of Q2 2026.
  • Circle Internet Group was a new Concord Wealth Partners position in Q2 2026.
  • Circle Internet Group made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #608 holding.
  • Concord Wealth Partners first reported a position in Circle Internet Group in Q2 2025 and has held it in 4 quarters since.
  • Concord Wealth Partners's Circle Internet Group position peaked at $21.7K in Q2 2025.
  • 563 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.