EFG
CRCL

Everhart Financial Group’s Circle Internet Group CRCL Stock Holding History

Everhart Financial Group’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 		– Sell
-2,860
Closed -$273K – 517
2026
Q1 		$273K Buy
+2,860
New +$242K 0.02% 375

Other funds holding CRCL

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $246M AUM 17.46% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Everhart Financial Group's CRCL Position: Q2 2026 in Review

Everhart Financial Group sold out of Circle Internet Group (CRCL) in Q2 2026, closing a stake of 2,860 shares — an estimated $273K sold.

Everhart Financial Group first reported a position in CRCL in Q1 2026 and held it in 1 quarter. The position peaked at $273K in Q1 2026. 49 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Everhart Financial Group reported no remaining Circle Internet Group position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 2,860 Circle Internet Group shares in Q2 2026, an estimated $273K.
  • Everhart Financial Group first reported a position in Circle Internet Group in Q1 2026 and held it in 1 quarter.
  • Everhart Financial Group's Circle Internet Group position peaked at $273K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.