GA
CRCL

GoalVest Advisory’s Circle Internet Group CRCL Stock Holding History

GoalVest Advisory’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 		$3.63K Buy
+58
New +$5.64K ﹤0.01% 402

Other funds holding CRCL

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $246M AUM 17.46% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

GoalVest Advisory's CRCL Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Circle Internet Group (CRCL) in Q2 2026: 58 shares worth $3.63K. The stake represents ﹤0.01% of the portfolio and ranks #402 among its holdings.

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

  • GoalVest Advisory held 58 shares of Circle Internet Group worth $3.63K as of Q2 2026.
  • Circle Internet Group was a new GoalVest Advisory position in Q2 2026.
  • Circle Internet Group made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #402 holding.
  • 49 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.