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 Q2	–	Sell	-2,411	Closed	-$230K	–	1683
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 $564M AUM 61.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Independent Advisor Alliance's CRCL Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Circle Internet Group (CRCL) in Q2 2026, closing a stake of 2,411 shares — an estimated $230K sold.

Independent Advisor Alliance first reported a position in CRCL in Q2 2025 and held it in 3 quarters. The position peaked at $230K in Q1 2026. 565 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

Independent Advisor Alliance reported no remaining Circle Internet Group position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 2,411 Circle Internet Group shares in Q2 2026, an estimated $230K.
Independent Advisor Alliance first reported a position in Circle Internet Group in Q2 2025 and held it in 3 quarters.
Independent Advisor Alliance's Circle Internet Group position peaked at $230K in Q1 2026.
565 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.