MA
CRCL

Montag & Associates’s Circle Internet Group CRCL Stock Holding History

Montag & Associates’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 		$251 Hold
4
– – ﹤0.01% 951
2026
Q1 		$382 Hold
4
– – ﹤0.01% 927
2025
Q4 		$318 Sell
4
-246
-98% -$25.4K ﹤0.01% 946
2025
Q3 		$33.1K Buy
+250
New +$39.6K ﹤0.01% 646

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

Montag & Associates's CRCL Position: Q2 2026 in Review

Montag & Associates held its Circle Internet Group (CRCL) position steady in Q2 2026 at 4 shares worth $251. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Montag & Associates first reported a position in CRCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $33.1K in Q3 2025. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Montag & Associates held 4 shares of Circle Internet Group worth $251 as of Q2 2026.
  • Montag & Associates left its Circle Internet Group share count unchanged in Q2 2026.
  • Circle Internet Group made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #951 holding.
  • Montag & Associates first reported a position in Circle Internet Group in Q3 2025 and has held it in 4 quarters since.
  • Montag & Associates's Circle Internet Group position peaked at $33.1K in Q3 2025.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.