Jones Financial Companies
CRCL

Jones Financial Companies’s Circle Internet Group CRCL Stock Holding History

Jones Financial Companies’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 		$592K Sell
8,050
-3,348
-29% -$326K ﹤0.01% 2148
2026
Q1 		$1.07M Buy
11,398
+8,613
+309% +$730K ﹤0.01% 1695
2025
Q4 		$221K Buy
2,785
+2,740
+6,089% +$283K ﹤0.01% 1866
2025
Q3 		$5.71K Buy
+45
New +$7.12K ﹤0.01% 3316

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

Jones Financial Companies's CRCL Position: Q2 2026 in Review

Jones Financial Companies reduced its Circle Internet Group (CRCL) stake by 29% in Q2 2026, selling an estimated $326K and leaving 8,050 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Jones Financial Companies first reported a position in CRCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.07M in Q1 2026. 563 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Jones Financial Companies held 8,050 shares of Circle Internet Group worth $592K as of Q2 2026.
  • Jones Financial Companies sold 3,348 Circle Internet Group shares in Q2 2026, an estimated $326K.
  • Circle Internet Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2148 holding.
  • Jones Financial Companies first reported a position in Circle Internet Group in Q3 2025 and has held it in 4 quarters since.
  • Jones Financial Companies's Circle Internet Group position peaked at $1.07M in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.