IFG
CRCL

Independent Financial Group’s Circle Internet Group CRCL Stock Holding History

Independent Financial Group’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 		$215K Buy
+3,441
New +$335K ﹤0.01% 1440
2025
Q3 		– Sell
-1,582
Closed -$287K – 1443
2025
Q2 		$287K Buy
+1,582
New +$258K 0.01% 1052

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
CCM
Capstone Capital Management Hong Kong $224M AUM
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

Independent Financial Group's CRCL Position: Q2 2026 in Review

Independent Financial Group opened a new position in Circle Internet Group (CRCL) in Q2 2026: 3,441 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1440 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in CRCL as recently as Q2 2025.

Independent Financial Group first reported a position in CRCL in Q2 2025 and has held it in 2 quarters since. The position peaked at $287K in Q2 2025. 52 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Independent Financial Group held 3,441 shares of Circle Internet Group worth $215K as of Q2 2026.
  • Circle Internet Group was a new Independent Financial Group position in Q2 2026.
  • Circle Internet Group made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1440 holding.
  • Independent Financial Group first reported a position in Circle Internet Group in Q2 2025 and has held it in 2 quarters since.
  • Independent Financial Group's Circle Internet Group position peaked at $287K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.