IA
CRCL

IFP Advisors’s Circle Internet Group CRCL Stock Holding History

IFP 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 		$201K Buy
3,204
+2,230
+229% +$217K ﹤0.01% 1510
2026
Q1 		$92.9K Sell
974
-3,187
-77% -$270K ﹤0.01% 1891
2025
Q4 		$330K Buy
4,161
+936
+29% +$96.7K 0.01% 1120
2025
Q3 		$428K Buy
3,225
+3,104
+2,565% +$491K 0.01% 909
2025
Q2 		$21.9K Buy
+121
New +$19.7K ﹤0.01% 2500

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IFP Advisors's CRCL Position: Q2 2026 in Review

IFP Advisors increased its Circle Internet Group (CRCL) stake by 229% in Q2 2026, buying an estimated $217K and bringing the position to 3,204 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

IFP Advisors first reported a position in CRCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $428K in Q3 2025. 563 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • IFP Advisors held 3,204 shares of Circle Internet Group worth $201K as of Q2 2026.
  • IFP Advisors bought 2,230 Circle Internet Group shares in Q2 2026, an estimated $217K.
  • Circle Internet Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1510 holding.
  • IFP Advisors first reported a position in Circle Internet Group in Q2 2025 and has held it in 5 quarters since.
  • IFP Advisors's Circle Internet Group position peaked at $428K in Q3 2025.
  • 563 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

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