EWA
CRCL

EP Wealth Advisors’s Circle Internet Group CRCL Stock Holding History

EP Wealth 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
Q1 		$1.62M Buy
16,999
+104
+0.6% +$8.82K 0.01% 526
2025
Q4 		$1.34M Buy
+16,895
New +$1.75M 0.01% 536

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $868M AUM 24.3% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $667M AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

EP Wealth Advisors's CRCL Position: Q1 2026 in Review

EP Wealth Advisors increased its Circle Internet Group (CRCL) stake by 0.62% in Q1 2026, buying an estimated $8.82K and bringing the position to 16,999 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #526.

EP Wealth Advisors first reported a position in CRCL in Q4 2025 and has held it in 2 quarters since. 534 funds tracked by Wall St. Rank hold CRCL as of Q1 2026.

  • EP Wealth Advisors held 16,999 shares of Circle Internet Group worth $1.62M as of Q1 2026.
  • EP Wealth Advisors bought 104 Circle Internet Group shares in Q1 2026, an estimated $8.82K.
  • Circle Internet Group made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #526 holding.
  • EP Wealth Advisors first reported a position in Circle Internet Group in Q4 2025 and has held it in 2 quarters since.
  • 534 funds tracked by Wall St. Rank held Circle Internet Group as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.