Concurrent Investment Advisors’s Circle Internet Group CRCL Stock Holding History

Concurrent Investment 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 Q3	$1.54M	Sell	18,693 -1,596	-8%	-$123K	0.01%	933
2026 Q2	$1.27M	Buy	20,289 +3,140	+18%	+$306K	0.01%	901
2026 Q1	$1.64M	Sell	17,149 -5,875	-26%	-$498K	0.02%	686
2025 Q4	$1.83M	Buy	23,024 +15,016	+188%	+$1.55M	0.02%	606
2025 Q3	$1.06M	Buy	8,008 +6,695	+510%	+$1.06M	0.02%	637
2025 Q2	$238K	Buy	+1,313	New	+$214K	﹤0.01%	1180

Other funds holding CRCL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

ACL

Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

Concurrent Investment Advisors's CRCL Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its Circle Internet Group (CRCL) stake by 7.9% in Q3 2026, selling an estimated $123K and leaving 18,693 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #933.

Concurrent Investment Advisors first reported a position in CRCL in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.83M in Q4 2025. 60 funds tracked by Wall St. Rank hold CRCL as of Q3 2026.

Concurrent Investment Advisors held 18,693 shares of Circle Internet Group worth $1.54M as of Q3 2026.
Concurrent Investment Advisors sold 1,596 Circle Internet Group shares in Q3 2026, an estimated $123K.
Circle Internet Group made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #933 holding.
Concurrent Investment Advisors first reported a position in Circle Internet Group in Q2 2025 and has held it in 6 quarters since.
Concurrent Investment Advisors's Circle Internet Group position peaked at $1.83M in Q4 2025.
60 funds tracked by Wall St. Rank held Circle Internet Group as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.