CIA
CRCL

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
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

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

Concurrent Investment Advisors's CRCL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Circle Internet Group (CRCL) stake by 18% in Q2 2026, buying an estimated $306K and bringing the position to 20,289 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #901.

Concurrent Investment Advisors first reported a position in CRCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.83M in Q4 2025. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Concurrent Investment Advisors held 20,289 shares of Circle Internet Group worth $1.27M as of Q2 2026.
  • Concurrent Investment Advisors bought 3,140 Circle Internet Group shares in Q2 2026, an estimated $306K.
  • Circle Internet Group made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #901 holding.
  • Concurrent Investment Advisors first reported a position in Circle Internet Group in Q2 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Circle Internet Group position peaked at $1.83M in Q4 2025.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.