Daymark Wealth Partners
CRCL icon

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
Q3 		$263K Sell
3,202
-444
-12% -$34.3K 0.01% 733
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

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IDG-Accel China Capital II Associates
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UBS Group
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
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SBI Holdings USA
SBI Holdings USA Santa Clara, California $133M AUM 38.02% 1-Year Est. Return
IDG China Capital Fund GP III Associates
IDG China Capital Fund GP III Associates Central Hong Kong, China $95.7M AUM 37.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Daymark Wealth Partners's CRCL Position: Q3 2026 in Review

Daymark Wealth Partners reduced its Circle Internet Group (CRCL) stake by 12% in Q3 2026, selling an estimated $34.3K and leaving 3,202 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #733.

Daymark Wealth Partners first reported a position in CRCL in Q4 2025 and has held it in 4 quarters since. The position peaked at $330K in Q1 2026. 332 funds tracked by Wall St. Rank hold CRCL as of Q3 2026.

  • Daymark Wealth Partners held 3,202 shares of Circle Internet Group worth $263K as of Q3 2026.
  • Daymark Wealth Partners sold 444 Circle Internet Group shares in Q3 2026, an estimated $34.3K.
  • Circle Internet Group made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #733 holding.
  • Daymark Wealth Partners first reported a position in Circle Internet Group in Q4 2025 and has held it in 4 quarters since.
  • Daymark Wealth Partners's Circle Internet Group position peaked at $330K in Q1 2026.
  • 332 funds tracked by Wall St. Rank held Circle Internet Group as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.