MYIA
CRCL

Mount Yale Investment Advisors’s Circle Internet Group CRCL Stock Holding History

Mount Yale Investment Advisors’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 		$256K Buy
+2,679
New +$227K 0.01% 962

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 $175B AUM 40.63% 1-Year Est. Return

Mount Yale Investment Advisors's CRCL Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Circle Internet Group (CRCL) in Q1 2026: 2,679 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #962 among its holdings.

535 funds tracked by Wall St. Rank hold CRCL as of Q1 2026.

  • Mount Yale Investment Advisors held 2,679 shares of Circle Internet Group worth $256K as of Q1 2026.
  • Circle Internet Group was a new Mount Yale Investment Advisors position in Q1 2026.
  • Circle Internet Group made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #962 holding.
  • 535 funds tracked by Wall St. Rank held Circle Internet Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.