Kovack Advisors’s Circle Internet Group CRCL Stock Holding History

Kovack Advisors’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	–	Sell	-2,742	Closed	-$257K	–	1157
2026 Q1	$257K	Buy	+2,742	New	+$232K	0.01%	817

Other funds holding CRCL

ICCFIA

IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kovack Advisors's CRCL Position: Q2 2026 in Review

Kovack Advisors sold out of Circle Internet Group (CRCL) in Q2 2026, closing a stake of 2,742 shares — an estimated $257K sold.

Kovack Advisors first reported a position in CRCL in Q1 2026 and held it in 1 quarter. The position peaked at $257K in Q1 2026. 563 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

Kovack Advisors reported no remaining Circle Internet Group position as of Q2 2026 after selling out during the quarter.
Kovack Advisors sold 2,742 Circle Internet Group shares in Q2 2026, an estimated $257K.
Kovack Advisors first reported a position in Circle Internet Group in Q1 2026 and held it in 1 quarter.
Kovack Advisors's Circle Internet Group position peaked at $257K in Q1 2026.
563 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.