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
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 $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 $154B AUM 29.96% 1-Year Est. Return

Mark Sheptoff Financial Planning's CRCL Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Circle Internet Group (CRCL) position steady in Q1 2026 at 300 shares worth $34.3K. The position accounts for 0.02% of the portfolio, ranked #216.

Mark Sheptoff Financial Planning first reported a position in CRCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $63.5K in Q2 2025. 534 funds tracked by Wall St. Rank hold CRCL as of Q1 2026.

  • Mark Sheptoff Financial Planning held 300 shares of Circle Internet Group worth $34.3K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Circle Internet Group share count unchanged in Q1 2026.
  • Circle Internet Group made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #216 holding.
  • Mark Sheptoff Financial Planning first reported a position in Circle Internet Group in Q2 2025 and has held it in 4 quarters since.
  • Mark Sheptoff Financial Planning's Circle Internet Group position peaked at $63.5K in Q2 2025.
  • 534 funds tracked by Wall St. Rank held Circle Internet Group as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.