MFG
CRCL

Merit Financial Group’s Circle Internet Group CRCL Stock Holding History

Merit Financial Group’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 		$250K Sell
3,998
-1,141
-22% -$111K ﹤0.01% 1943
2026
Q1 		$490K Buy
+5,139
New +$436K ﹤0.01% 1386

Other funds holding CRCL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Merit Financial Group's CRCL Position: Q2 2026 in Review

Merit Financial Group reduced its Circle Internet Group (CRCL) stake by 22% in Q2 2026, selling an estimated $111K and leaving 3,998 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

Merit Financial Group first reported a position in CRCL in Q1 2026 and has held it in 2 quarters since. The position peaked at $490K in Q1 2026. 75 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Merit Financial Group held 3,998 shares of Circle Internet Group worth $250K as of Q2 2026.
  • Merit Financial Group sold 1,141 Circle Internet Group shares in Q2 2026, an estimated $111K.
  • Circle Internet Group made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1943 holding.
  • Merit Financial Group first reported a position in Circle Internet Group in Q1 2026 and has held it in 2 quarters since.
  • Merit Financial Group's Circle Internet Group position peaked at $490K in Q1 2026.
  • 75 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.