IA
CIRC

IFP Advisors’s Circle8 Group CIRC Stock Holding History

IFP 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 		$51 Buy
55
+26
+90% +$41 ﹤0.01% 5022
2026
Q1 		$88 Buy
29
+28
+2,800% +$88 ﹤0.01% 4760
2025
Q4 		$1 Hold
1
– – ﹤0.01% 4881
2025
Q3 		$3 Buy
+1
New +$3 ﹤0.01% 4823

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

IFP Advisors's CIRC Position: Q2 2026 in Review

IFP Advisors increased its Circle8 Group (CIRC) stake by 90% in Q2 2026, buying an estimated $41 and bringing the position to 55 shares worth $51. The position accounts for ﹤0.01% of the portfolio, ranked #5022.

IFP Advisors first reported a position in CIRC in Q3 2025 and has held it in 4 quarters since. The position peaked at $88 in Q1 2026. 48 funds tracked by Wall St. Rank hold CIRC as of Q2 2026.

  • IFP Advisors held 55 shares of Circle8 Group worth $51 as of Q2 2026.
  • IFP Advisors bought 26 Circle8 Group shares in Q2 2026, an estimated $41.
  • Circle8 Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5022 holding.
  • IFP Advisors first reported a position in Circle8 Group in Q3 2025 and has held it in 4 quarters since.
  • IFP Advisors's Circle8 Group position peaked at $88 in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Circle8 Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.