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CRCL

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
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

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

Root Financial Partners's CRCL Position: Q2 2026 in Review

Root Financial Partners sold out of Circle Internet Group (CRCL) in Q2 2026, closing a stake of 61 shares — an estimated $5.82K sold.

Root Financial Partners first reported a position in CRCL in Q3 2025 and held it in 3 quarters. The position peaked at $6.23K in Q3 2025. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Root Financial Partners reported no remaining Circle Internet Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 61 Circle Internet Group shares in Q2 2026, an estimated $5.82K.
  • Root Financial Partners first reported a position in Circle Internet Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Circle Internet Group position peaked at $6.23K in Q3 2025.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.