IAA
CRCL

Independent Advisor Alliance’s Circle Internet Group CRCL Stock Holding History

Independent Advisor Alliance’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
Q1 		$230K Sell
2,411
-260
-10% -$22K ﹤0.01% 1437
2025
Q4 		$212K Buy
+2,671
New +$276K 0.01% 920
2025
Q3 		– Sell
-1,105
Closed -$200K – 996
2025
Q2 		$200K Buy
+1,105
New +$180K 0.01% 849

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $868M AUM 24.3% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $667M AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Independent Advisor Alliance's CRCL Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Circle Internet Group (CRCL) stake by 9.7% in Q1 2026, selling an estimated $22K and leaving 2,411 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Independent Advisor Alliance first reported a position in CRCL in Q2 2025 and has held it in 3 quarters since. 534 funds tracked by Wall St. Rank hold CRCL as of Q1 2026.

  • Independent Advisor Alliance held 2,411 shares of Circle Internet Group worth $230K as of Q1 2026.
  • Independent Advisor Alliance sold 260 Circle Internet Group shares in Q1 2026, an estimated $22K.
  • Circle Internet Group made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1437 holding.
  • Independent Advisor Alliance first reported a position in Circle Internet Group in Q2 2025 and has held it in 3 quarters since.
  • 534 funds tracked by Wall St. Rank held Circle Internet Group as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.