LifeSteps Financial’s Circle Internet Group CRCL Stock Holding History

LifeSteps Financial’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	$2.88K	Buy	+46	New	+$4.48K	﹤0.01%	621

Other funds holding CRCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

LifeSteps Financial's CRCL Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Circle Internet Group (CRCL) in Q2 2026: 46 shares worth $2.88K. The stake represents ﹤0.01% of the portfolio and ranks #621 among its holdings.

152 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

LifeSteps Financial held 46 shares of Circle Internet Group worth $2.88K as of Q2 2026.
Circle Internet Group was a new LifeSteps Financial position in Q2 2026.
Circle Internet Group made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #621 holding.
152 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.