DWP
CRCL

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

Daymark 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 		$228K Buy
3,646
+189
+5% +$18.4K 0.01% 723
2026
Q1 		$330K Buy
3,457
+195
+6% +$16.5K 0.01% 543
2025
Q4 		$259K Buy
+3,262
New +$337K 0.01% 525

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

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

Daymark Wealth Partners increased its Circle Internet Group (CRCL) stake by 5.5% in Q2 2026, buying an estimated $18.4K and bringing the position to 3,646 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #723.

Daymark Wealth Partners first reported a position in CRCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $330K in Q1 2026. 565 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Daymark Wealth Partners held 3,646 shares of Circle Internet Group worth $228K as of Q2 2026.
  • Daymark Wealth Partners bought 189 Circle Internet Group shares in Q2 2026, an estimated $18.4K.
  • Circle Internet Group made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #723 holding.
  • Daymark Wealth Partners first reported a position in Circle Internet Group in Q4 2025 and has held it in 3 quarters since.
  • Daymark Wealth Partners's Circle Internet Group position peaked at $330K in Q1 2026.
  • 565 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.