LI
CRCL

LRI Investments’s Circle Internet Group CRCL Stock Holding History

LRI Investments’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 		$9.58K Sell
153
-4
-3% -$389 ﹤0.01% 963
2026
Q1 		$15K Buy
157
+152
+3,040% +$12.9K ﹤0.01% 769
2025
Q4 		$397 Buy
+5
New +$517 ﹤0.01% 1325

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LRI Investments's CRCL Position: Q2 2026 in Review

LRI Investments reduced its Circle Internet Group (CRCL) stake by 2.5% in Q2 2026, selling an estimated $389 and leaving 153 shares worth $9.58K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

LRI Investments first reported a position in CRCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $15K in Q1 2026. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • LRI Investments held 153 shares of Circle Internet Group worth $9.58K as of Q2 2026.
  • LRI Investments sold 4 Circle Internet Group shares in Q2 2026, an estimated $389.
  • Circle Internet Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #963 holding.
  • LRI Investments first reported a position in Circle Internet Group in Q4 2025 and has held it in 3 quarters since.
  • LRI Investments's Circle Internet Group position peaked at $15K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.