Root Financial Partners’s Circle Internet Group CRCL Stock Holding History

Root Financial Partners’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	$3.86K	Buy	+47	New	+$3.63K	﹤0.01%	2327
2026 Q2	–	Sell	-61	Closed	-$5.82K	–	3428
2026 Q1	$5.82K	Hold	61	–	–	﹤0.01%	1894
2025 Q4	$4.84K	Buy	61 +14	+30%	+$1.45K	﹤0.01%	1775
2025 Q3	$6.23K	Buy	+47	New	+$7.44K	﹤0.01%	1634

Other funds holding CRCL

IDG China Capital Fund III Associates Central Hong Kong, China $733M AUM 37.75% 1-Year Est. Return

IDG-Accel China Capital II Associates Palo Alto, California $573M AUM 38.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

SBI Holdings USA Santa Clara, California $133M AUM 38.02% 1-Year Est. Return

IDG China Capital Fund GP III Associates Central Hong Kong, China $95.7M AUM 37.92% 1-Year Est. Return

Root Financial Partners's CRCL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Circle Internet Group (CRCL) in Q3 2026: 47 shares worth $3.86K. The stake represents ﹤0.01% of the portfolio and ranks #2327 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CRCL as recently as Q1 2026.

Root Financial Partners first reported a position in CRCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.23K in Q3 2025. 399 funds tracked by Wall St. Rank hold CRCL as of Q3 2026.

Root Financial Partners held 47 shares of Circle Internet Group worth $3.86K as of Q3 2026.
Circle Internet Group was a new Root Financial Partners position in Q3 2026.
Circle Internet Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2327 holding.
Root Financial Partners first reported a position in Circle Internet Group in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Circle Internet Group position peaked at $6.23K in Q3 2025.
399 funds tracked by Wall St. Rank held Circle Internet Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.