LPL Financial
CRCL

LPL Financial’s Circle Internet Group CRCL Stock Holding History

LPL 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
2025
Q3 		– Sell
-3,200
Closed -$580K – 6028
2025
Q2 		$580K Buy
+3,200
New +$521K ﹤0.01% 4260

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $868M AUM 24.3% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $667M AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPL Financial's CRCL Position: Q1 2026 in Review

LPL Financial increased its Circle Internet Group (CRCL) stake by 97% in Q1 2026, buying an estimated $4.49M and bringing the position to 107,704 shares worth $10.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

LPL Financial first reported a position in CRCL in Q2 2025 and has held it in 4 quarters since. 534 funds tracked by Wall St. Rank hold CRCL as of Q1 2026.

  • LPL Financial held 107,704 shares of Circle Internet Group worth $10.3M as of Q1 2026.
  • LPL Financial bought 52,945 Circle Internet Group shares in Q1 2026, an estimated $4.49M.
  • Circle Internet Group made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1974 holding.
  • LPL Financial first reported a position in Circle Internet Group in Q2 2025 and has held it in 4 quarters since.
  • 534 funds tracked by Wall St. Rank held Circle Internet Group as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.