Essential Partners’s Circle8 Group CIRC Stock Holding History

Essential 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 Q3	–	Sell	-298	Closed	-$274	–	3027
2026 Q2	$274	Buy	298 +165	+124%	+$260	﹤0.01%	2586
2026 Q1	$403	Buy	133 +130	+4,333%	+$410	﹤0.01%	2497
2025 Q4	$4	Sell	3 -23	-88%	-$53	﹤0.01%	2769
2025 Q3	$79	Buy	+26	New	+$77	﹤0.01%	2520

Other funds holding CIRC

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's CIRC Position: Q3 2026 in Review

Essential Partners sold out of Circle8 Group (CIRC) in Q3 2026, closing a stake of 298 shares — an estimated $274 sold.

Essential Partners first reported a position in CIRC in Q3 2025 and held it in 4 quarters. The position peaked at $403 in Q1 2026. 2 funds tracked by Wall St. Rank hold CIRC as of Q3 2026.

Essential Partners reported no remaining Circle8 Group position as of Q3 2026 after selling out during the quarter.
Essential Partners sold 298 Circle8 Group shares in Q3 2026, an estimated $274.
Essential Partners first reported a position in Circle8 Group in Q3 2025 and held it in 4 quarters.
Essential Partners's Circle8 Group position peaked at $403 in Q1 2026.
2 funds tracked by Wall St. Rank held Circle8 Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.