Fortitude Family Office’s Circle8 Group CIRC Stock Holding History

Fortitude Family Office’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	$60	Buy	+65	New	+$103	﹤0.01%	2195

Other funds holding CIRC

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

Targeted Financial Services Seminole, Florida $136M AUM

Wealth Enhancement Advisory Services

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

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Fortitude Family Office's CIRC Position: Q2 2026 in Review

Fortitude Family Office opened a new position in Circle8 Group (CIRC) in Q2 2026: 65 shares worth $60. The stake represents ﹤0.01% of the portfolio and ranks #2195 among its holdings.

10 funds tracked by Wall St. Rank hold CIRC as of Q2 2026.

Fortitude Family Office held 65 shares of Circle8 Group worth $60 as of Q2 2026.
Circle8 Group was a new Fortitude Family Office position in Q2 2026.
Circle8 Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #2195 holding.
10 funds tracked by Wall St. Rank held Circle8 Group as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.