PWPS
CRCL

Pinnacle Wealth Planning Services’s Circle Internet Group CRCL Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.25K Sell
36
-24
-40% -$2.34K ﹤0.01% 2452
2026
Q1 		$5.72K Buy
+60
New +$5.09K ﹤0.01% 2219

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

Pinnacle Wealth Planning Services's CRCL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Circle Internet Group (CRCL) stake by 40% in Q2 2026, selling an estimated $2.34K and leaving 36 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2452.

Pinnacle Wealth Planning Services first reported a position in CRCL in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.72K in Q1 2026. 563 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 36 shares of Circle Internet Group worth $2.25K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 24 Circle Internet Group shares in Q2 2026, an estimated $2.34K.
  • Circle Internet Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2452 holding.
  • Pinnacle Wealth Planning Services first reported a position in Circle Internet Group in Q1 2026 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Circle Internet Group position peaked at $5.72K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.