KFP
CRCL

Kerr Financial Planning’s Circle Internet Group CRCL Stock Holding History

Kerr Financial Planning’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 		$126 Sell
2
-1
-33% -$97 ﹤0.01% 517
2026
Q1 		$283 Buy
+3
New +$254 ﹤0.01% 496

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

Kerr Financial Planning's CRCL Position: Q2 2026 in Review

Kerr Financial Planning reduced its Circle Internet Group (CRCL) stake by 33% in Q2 2026, selling an estimated $97 and leaving 2 shares worth $126. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Kerr Financial Planning first reported a position in CRCL in Q1 2026 and has held it in 2 quarters since. The position peaked at $283 in Q1 2026. 562 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Kerr Financial Planning held 2 shares of Circle Internet Group worth $126 as of Q2 2026.
  • Kerr Financial Planning sold 1 Circle Internet Group share in Q2 2026, an estimated $97.
  • Circle Internet Group made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #517 holding.
  • Kerr Financial Planning first reported a position in Circle Internet Group in Q1 2026 and has held it in 2 quarters since.
  • Kerr Financial Planning's Circle Internet Group position peaked at $283 in Q1 2026.
  • 562 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.