JWCA
CRCL

J.W. Cole Advisors’s Circle Internet Group CRCL Stock Holding History

J.W. Cole 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 		$6.05M Buy
+96,663
New +$9.41M 0.1% 196
2026
Q1 		– Sell
-96,698
Closed -$7.66M – 1539
2025
Q4 		$7.66M Buy
96,698
+94,759
+4,887% +$9.79M 0.19% 113
2025
Q3 		$257K Buy
+1,939
New +$307K ﹤0.01% 1302

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

J.W. Cole Advisors's CRCL Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Circle Internet Group (CRCL) in Q2 2026: 96,663 shares worth $6.05M. The stake represents 0.1% of the portfolio and ranks #196 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in CRCL as recently as Q4 2025.

J.W. Cole Advisors first reported a position in CRCL in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.66M in Q4 2025. 565 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • J.W. Cole Advisors held 96,663 shares of Circle Internet Group worth $6.05M as of Q2 2026.
  • Circle Internet Group was a new J.W. Cole Advisors position in Q2 2026.
  • Circle Internet Group made up 0.1% of J.W. Cole Advisors's portfolio in Q2 2026, its #196 holding.
  • J.W. Cole Advisors first reported a position in Circle Internet Group in Q3 2025 and has held it in 3 quarters since.
  • J.W. Cole Advisors's Circle Internet Group position peaked at $7.66M in Q4 2025.
  • 565 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.