Evermay Wealth Management’s Circle Internet Group CRCL Stock Holding History

Evermay Wealth Management’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	$63	Buy	+1	New	+$97	﹤0.01%	645

Other funds holding CRCL

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Evermay Wealth Management's CRCL Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Circle Internet Group (CRCL) in Q2 2026: 1 share worth $63. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings.

115 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

Evermay Wealth Management held 1 share of Circle Internet Group worth $63 as of Q2 2026.
Circle Internet Group was a new Evermay Wealth Management position in Q2 2026.
Circle Internet Group made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #645 holding.
115 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.