Kestra Advisory Services’s Circle Internet Group CRCL Stock Holding History

Kestra Advisory Services’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 Q3	$2.5M	Buy	30,387 +6,505	+27%	+$502K	0.01%	1292
2026 Q2	$1.5M	Buy	23,882 +3,881	+19%	+$378K	﹤0.01%	1536
2026 Q1	$1.91M	Buy	20,001 +10,132	+103%	+$859K	0.01%	1333
2025 Q4	$783K	Buy	9,869 +4,528	+85%	+$468K	﹤0.01%	1836
2025 Q3	$708K	Buy	5,341 +3,343	+167%	+$529K	﹤0.01%	1830
2025 Q2	$362K	Buy	+1,998	New	+$326K	﹤0.01%	2214

Other funds holding CRCL

IDG China Capital Fund III Associates Central Hong Kong, China $733M AUM 37.75% 1-Year Est. Return

IDG-Accel China Capital II Associates Palo Alto, California $573M AUM 38.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

SBI Holdings USA Santa Clara, California $133M AUM 38.02% 1-Year Est. Return

IDG China Capital Fund GP III Associates Central Hong Kong, China $95.7M AUM 37.92% 1-Year Est. Return

Kestra Advisory Services's CRCL Position: Q3 2026 in Review

Kestra Advisory Services increased its Circle Internet Group (CRCL) stake by 27% in Q3 2026, buying an estimated $502K and bringing the position to 30,387 shares worth $2.5M. The position accounts for 0.01% of the portfolio, ranked #1292.

Kestra Advisory Services first reported a position in CRCL in Q2 2025 and has held it in 6 quarters since. 411 funds tracked by Wall St. Rank hold CRCL as of Q3 2026.

Kestra Advisory Services held 30,387 shares of Circle Internet Group worth $2.5M as of Q3 2026.
Kestra Advisory Services bought 6,505 Circle Internet Group shares in Q3 2026, an estimated $502K.
Circle Internet Group made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1292 holding.
Kestra Advisory Services first reported a position in Circle Internet Group in Q2 2025 and has held it in 6 quarters since.
411 funds tracked by Wall St. Rank held Circle Internet Group as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.