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 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Kestra Advisory Services's CRCL Position: Q2 2026 in Review

Kestra Advisory Services increased its Circle Internet Group (CRCL) stake by 19% in Q2 2026, buying an estimated $378K and bringing the position to 23,882 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Kestra Advisory Services first reported a position in CRCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.91M in Q1 2026. 128 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

Kestra Advisory Services held 23,882 shares of Circle Internet Group worth $1.5M as of Q2 2026.
Kestra Advisory Services bought 3,881 Circle Internet Group shares in Q2 2026, an estimated $378K.
Circle Internet Group made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1536 holding.
Kestra Advisory Services first reported a position in Circle Internet Group in Q2 2025 and has held it in 5 quarters since.
Kestra Advisory Services's Circle Internet Group position peaked at $1.91M in Q1 2026.
128 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.