MSFP
CRCL

Mark Sheptoff Financial Planning’s Circle Internet Group CRCL Stock Holding History

Mark Sheptoff Financial Planning’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 		$18.8K Hold
300
– – 0.01% 294
2026
Q1 		$34.3K Hold
300
– – 0.02% 216
2025
Q4 		$23.8K Hold
300
– – 0.01% 264
2025
Q3 		$39.8K Sell
300
-50
-14% -$7.91K 0.02% 206
2025
Q2 		$63.5K Buy
+350
New +$57K 0.03% 166

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

Mark Sheptoff Financial Planning's CRCL Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Circle Internet Group (CRCL) position steady in Q2 2026 at 300 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #294.

Mark Sheptoff Financial Planning first reported a position in CRCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $63.5K in Q2 2025. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Mark Sheptoff Financial Planning held 300 shares of Circle Internet Group worth $18.8K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Circle Internet Group share count unchanged in Q2 2026.
  • Circle Internet Group made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #294 holding.
  • Mark Sheptoff Financial Planning first reported a position in Circle Internet Group in Q2 2025 and has held it in 5 quarters since.
  • Mark Sheptoff Financial Planning's Circle Internet Group position peaked at $63.5K in Q2 2025.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.