IWC
CIRC

Integrated Wealth Concepts’s Circle8 Group CIRC Stock Holding History

Integrated Wealth Concepts’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 		$4K Buy
+4,343
New +$6.86K ﹤0.01% 5073

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

Integrated Wealth Concepts's CIRC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Circle8 Group (CIRC) in Q2 2026: 4,343 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #5073 among its holdings.

48 funds tracked by Wall St. Rank hold CIRC as of Q2 2026.

  • Integrated Wealth Concepts held 4,343 shares of Circle8 Group worth $4K as of Q2 2026.
  • Circle8 Group was a new Integrated Wealth Concepts position in Q2 2026.
  • Circle8 Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5073 holding.
  • 48 funds tracked by Wall St. Rank held Circle8 Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.