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
2026
Q2 		$3.62M Buy
+57,800
New +$5.63M ﹤0.01% 3106
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 $564M AUM 61.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial's CRCL Position: Q2 2026 in Review

LPL Financial increased its Circle Internet Group (CRCL) stake by 86% in Q2 2026, buying an estimated $8.98M and bringing the position to 200,001 shares worth $12.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

LPL Financial first reported a position in CRCL in Q2 2025 and has held it in 5 quarters since. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • LPL Financial held 200,001 shares of Circle Internet Group worth $12.5M as of Q2 2026.
  • LPL Financial bought 92,297 Circle Internet Group shares in Q2 2026, an estimated $8.98M.
  • Circle Internet Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1937 holding.
  • LPL Financial first reported a position in Circle Internet Group in Q2 2025 and has held it in 5 quarters since.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.