SWMP
CRCL

Signature Wealth Management Partners’s Circle Internet Group CRCL Stock Holding History

Signature Wealth Management 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
-2,697
Closed -$257K – 128
2026
Q1 		$257K Buy
+2,697
New +$229K 0.13% 98

Other funds holding CRCL

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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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Signature Wealth Management Partners's CRCL Position: Q2 2026 in Review

Signature Wealth Management Partners sold out of Circle Internet Group (CRCL) in Q2 2026, closing a stake of 2,697 shares — an estimated $257K sold.

Signature Wealth Management Partners first reported a position in CRCL in Q1 2026 and held it in 1 quarter. The position peaked at $257K in Q1 2026. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Signature Wealth Management Partners reported no remaining Circle Internet Group position as of Q2 2026 after selling out during the quarter.
  • Signature Wealth Management Partners sold 2,697 Circle Internet Group shares in Q2 2026, an estimated $257K.
  • Signature Wealth Management Partners first reported a position in Circle Internet Group in Q1 2026 and held it in 1 quarter.
  • Signature Wealth Management Partners's Circle Internet Group position peaked at $257K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.