FIA
CRCL

Foundations Investment Advisors’s Circle Internet Group CRCL Stock Holding History

Foundations Investment Advisors’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 		$2.5M Sell
39,842
-7,431
-16% -$723K 0.03% 357
2026
Q1 		$4.51M Buy
47,273
+13,667
+41% +$1.16M 0.06% 241
2025
Q4 		$2.66M Buy
33,606
+30,979
+1,179% +$3.2M 0.03% 304
2025
Q3 		$348K Buy
+2,627
New +$416K 0.01% 782

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $437M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Foundations Investment Advisors's CRCL Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Circle Internet Group (CRCL) stake by 16% in Q2 2026, selling an estimated $723K and leaving 39,842 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #357.

Foundations Investment Advisors first reported a position in CRCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.51M in Q1 2026. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Foundations Investment Advisors held 39,842 shares of Circle Internet Group worth $2.5M as of Q2 2026.
  • Foundations Investment Advisors sold 7,431 Circle Internet Group shares in Q2 2026, an estimated $723K.
  • Circle Internet Group made up 0.03% of Foundations Investment Advisors's portfolio in Q2 2026, its #357 holding.
  • Foundations Investment Advisors first reported a position in Circle Internet Group in Q3 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's Circle Internet Group position peaked at $4.51M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.