Rise Advisors’s Circle8 Group CIRC Stock Holding History

Rise Advisors’s Portfolio CIRC Stock Details CIRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-106	Closed	-$323	–	1510
2025 Q3	$323	Buy	+106	New	+$314	﹤0.01%	1457

Other funds holding CIRC

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rise Advisors's CIRC Position: Q4 2025 in Review

Rise Advisors sold out of Circle8 Group (CIRC) in Q4 2025, closing a stake of 106 shares — an estimated $323 sold.

Rise Advisors first reported a position in CIRC in Q3 2025 and held it in 1 quarter. The position peaked at $323 in Q3 2025. 39 funds tracked by Wall St. Rank hold CIRC as of Q4 2025.

Rise Advisors reported no remaining Circle8 Group position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 106 Circle8 Group shares in Q4 2025, an estimated $323.
Rise Advisors first reported a position in Circle8 Group in Q3 2025 and held it in 1 quarter.
Rise Advisors's Circle8 Group position peaked at $323 in Q3 2025.
39 funds tracked by Wall St. Rank held Circle8 Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.