PS
CRCL

Planning Strategies’s Circle Internet Group CRCL Stock Holding History

Planning Strategies’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
Q3 		$82 Buy
+1
New +$77 ﹤0.01% 1132

Other funds holding CRCL

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Planning Strategies's CRCL Position: Q3 2026 in Review

Planning Strategies opened a new position in Circle Internet Group (CRCL) in Q3 2026: 1 share worth $82. The stake represents ﹤0.01% of the portfolio and ranks #1132 among its holdings.

6 funds tracked by Wall St. Rank hold CRCL as of Q3 2026.

  • Planning Strategies held 1 share of Circle Internet Group worth $82 as of Q3 2026.
  • Circle Internet Group was a new Planning Strategies position in Q3 2026.
  • Circle Internet Group made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #1132 holding.
  • 6 funds tracked by Wall St. Rank held Circle Internet Group as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.