EWA
CIRC

EverSource Wealth Advisors’s Circle8 Group CIRC Stock Holding History

EverSource Wealth Advisors’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
Q2 		$970 Buy
1,055
+953
+934% +$1.5K ﹤0.01% 3972
2026
Q1 		$308 Buy
102
+99
+3,300% +$312 ﹤0.01% 4138
2025
Q4 		$4 Buy
3
+2
+200% +$5 ﹤0.01% 4259
2025
Q3 		$3 Buy
+1
New +$3 ﹤0.01% 4317

Other funds holding CIRC

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

EverSource Wealth Advisors's CIRC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Circle8 Group (CIRC) stake by 934% in Q2 2026, buying an estimated $1.5K and bringing the position to 1,055 shares worth $970. The position accounts for ﹤0.01% of the portfolio, ranked #3972.

EverSource Wealth Advisors first reported a position in CIRC in Q3 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold CIRC as of Q2 2026.

  • EverSource Wealth Advisors held 1,055 shares of Circle8 Group worth $970 as of Q2 2026.
  • EverSource Wealth Advisors bought 953 Circle8 Group shares in Q2 2026, an estimated $1.5K.
  • Circle8 Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3972 holding.
  • EverSource Wealth Advisors first reported a position in Circle8 Group in Q3 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held Circle8 Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.