RWS
CRCL

Retirement Wealth Solutions’s Circle Internet Group CRCL Stock Holding History

Retirement Wealth Solutions’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 		$2.3K Buy
28
+16
+133% +$1.23K ﹤0.01% 573
2026
Q2 		$752 Sell
12
-2
-14% -$195 ﹤0.01% 692
2026
Q1 		$1.34K Buy
+14
New +$1.19K ﹤0.01% 586

Other funds holding CRCL

NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Retirement Wealth Solutions's CRCL Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Circle Internet Group (CRCL) stake by 133% in Q3 2026, buying an estimated $1.23K and bringing the position to 28 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Retirement Wealth Solutions first reported a position in CRCL in Q1 2026 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold CRCL as of Q3 2026.

  • Retirement Wealth Solutions held 28 shares of Circle Internet Group worth $2.3K as of Q3 2026.
  • Retirement Wealth Solutions bought 16 Circle Internet Group shares in Q3 2026, an estimated $1.23K.
  • Circle Internet Group made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #573 holding.
  • Retirement Wealth Solutions first reported a position in Circle Internet Group in Q1 2026 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Circle Internet Group as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.