KWM
CRCL

Keebeck Wealth Management’s Circle Internet Group CRCL Stock Holding History

Keebeck Wealth Management’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
Q1 		$859K Buy
9,000
+1,000
+13% +$84.8K 0.1% 173
2025
Q4 		$634K Buy
8,000
+5,000
+167% +$517K 0.07% 189
2025
Q3 		$398K Buy
+3,000
New +$475K 0.05% 251

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $868M AUM 24.3% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $667M AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Keebeck Wealth Management's CRCL Position: Q1 2026 in Review

Keebeck Wealth Management increased its Circle Internet Group (CRCL) stake by 13% in Q1 2026, buying an estimated $84.8K and bringing the position to 9,000 shares worth $859K. The position accounts for 0.1% of the portfolio, ranked #173.

Keebeck Wealth Management first reported a position in CRCL in Q3 2025 and has held it in 3 quarters since. 534 funds tracked by Wall St. Rank hold CRCL as of Q1 2026.

  • Keebeck Wealth Management held 9,000 shares of Circle Internet Group worth $859K as of Q1 2026.
  • Keebeck Wealth Management bought 1,000 Circle Internet Group shares in Q1 2026, an estimated $84.8K.
  • Circle Internet Group made up 0.1% of Keebeck Wealth Management's portfolio in Q1 2026, its #173 holding.
  • Keebeck Wealth Management first reported a position in Circle Internet Group in Q3 2025 and has held it in 3 quarters since.
  • 534 funds tracked by Wall St. Rank held Circle Internet Group as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.