CWP
CIRC

Curated Wealth Partners’s Circle8 Group CIRC Stock Holding History

Curated Wealth Partners’s Portfolio CIRC Stock Details CIRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$376K Buy
+380,000
New +$600K 0.05% 353

Other funds holding CIRC

AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
TFS
Targeted Financial Services Seminole, Florida $136M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Curated Wealth Partners's CIRC Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Circle8 Group (CIRC) in Q2 2026: 380,000 shares worth $376K. The stake represents 0.05% of the portfolio and ranks #353 among its holdings.

10 funds tracked by Wall St. Rank hold CIRC as of Q2 2026.

  • Curated Wealth Partners held 380,000 shares of Circle8 Group worth $376K as of Q2 2026.
  • Circle8 Group was a new Curated Wealth Partners position in Q2 2026.
  • Circle8 Group made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #353 holding.
  • 10 funds tracked by Wall St. Rank held Circle8 Group as of Q2 2026.

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