OC
CRCL

Oppenheimer & Co’s Circle Internet Group CRCL Stock Holding History

Oppenheimer & Co’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 		$517K Buy
8,258
+205
+3% +$20K 0.01% 1243
2026
Q1 		$768K Sell
8,053
-215
-3% -$18.2K 0.01% 993
2025
Q4 		$656K Buy
8,268
+875
+12% +$90.4K 0.01% 965
2025
Q3 		$980K Buy
7,393
+1,743
+31% +$276K 0.01% 896
2025
Q2 		$1.02M Buy
+5,650
New +$920K 0.01% 840

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

Oppenheimer & Co's CRCL Position: Q2 2026 in Review

Oppenheimer & Co increased its Circle Internet Group (CRCL) stake by 2.5% in Q2 2026, buying an estimated $20K and bringing the position to 8,258 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #1243.

Oppenheimer & Co first reported a position in CRCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q2 2025. 565 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Oppenheimer & Co held 8,258 shares of Circle Internet Group worth $517K as of Q2 2026.
  • Oppenheimer & Co bought 205 Circle Internet Group shares in Q2 2026, an estimated $20K.
  • Circle Internet Group made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1243 holding.
  • Oppenheimer & Co first reported a position in Circle Internet Group in Q2 2025 and has held it in 5 quarters since.
  • Oppenheimer & Co's Circle Internet Group position peaked at $1.02M in Q2 2025.
  • 565 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.