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BFC Planning, Inc.’s Circle Internet Group CRCL Stock Holding History

BFC Planning, Inc.’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
Q3 		$55K Sell
669
-5
-0.7% -$386 ﹤0.01% 1504
2026
Q2 		$42.2K Buy
674
+464
+221% +$45.2K ﹤0.01% 1648
2026
Q1 		$20K Buy
210
+90
+75% +$7.63K ﹤0.01% 1711
2025
Q4 		$9.5K Sell
120
-82
-41% -$8.47K ﹤0.01% 2098
2025
Q3 		$26.8K Sell
202
-286
-59% -$45.3K ﹤0.01% 1433
2025
Q2 		$88.5K Buy
+488
New +$79.5K 0.01% 932

Other funds holding CRCL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
IDG China Capital Fund III Associates
IDG China Capital Fund III Associates Central Hong Kong, China $733M AUM 37.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
IDG-Accel China Capital II Associates
IDG-Accel China Capital II Associates Palo Alto, California $573M AUM 38.02% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $17.4B AUM 41.01% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

BFC Planning, Inc.'s CRCL Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Circle Internet Group (CRCL) stake by 0.74% in Q3 2026, selling an estimated $386 and leaving 669 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

BFC Planning, Inc. first reported a position in CRCL in Q2 2025 and has held it in 6 quarters since. The position peaked at $88.5K in Q2 2025. 483 funds tracked by Wall St. Rank hold CRCL as of Q3 2026.

  • BFC Planning, Inc. held 669 shares of Circle Internet Group worth $55K as of Q3 2026.
  • BFC Planning, Inc. sold 5 Circle Internet Group shares in Q3 2026, an estimated $386.
  • Circle Internet Group made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1504 holding.
  • BFC Planning, Inc. first reported a position in Circle Internet Group in Q2 2025 and has held it in 6 quarters since.
  • BFC Planning, Inc.'s Circle Internet Group position peaked at $88.5K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Circle Internet Group as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.