KPWS
CRCL

Kestra Private Wealth Services’s Circle Internet Group CRCL Stock Holding History

Kestra Private Wealth 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 		$410K Buy
6,550
+3,780
+136% +$368K ﹤0.01% 1355
2026
Q1 		$264K Buy
+2,770
New +$235K ﹤0.01% 1507

Other funds holding CRCL

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BP
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
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Asset Management One
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

Kestra Private Wealth Services's CRCL Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Circle Internet Group (CRCL) stake by 136% in Q2 2026, buying an estimated $368K and bringing the position to 6,550 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Kestra Private Wealth Services first reported a position in CRCL in Q1 2026 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Kestra Private Wealth Services held 6,550 shares of Circle Internet Group worth $410K as of Q2 2026.
  • Kestra Private Wealth Services bought 3,780 Circle Internet Group shares in Q2 2026, an estimated $368K.
  • Circle Internet Group made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1355 holding.
  • Kestra Private Wealth Services first reported a position in Circle Internet Group in Q1 2026 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

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