SAA
CRCL

Southeast Asset Advisors’s Circle Internet Group CRCL Stock Holding History

Southeast Asset Advisors’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 		$223K Hold
3,555
– – 0.02% 208
2026
Q1 		$339K Buy
+3,555
New +$301K 0.04% 163

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

Southeast Asset Advisors's CRCL Position: Q2 2026 in Review

Southeast Asset Advisors held its Circle Internet Group (CRCL) position steady in Q2 2026 at 3,555 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #208.

Southeast Asset Advisors first reported a position in CRCL in Q1 2026 and has held it in 2 quarters since. The position peaked at $339K in Q1 2026. 563 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Southeast Asset Advisors held 3,555 shares of Circle Internet Group worth $223K as of Q2 2026.
  • Southeast Asset Advisors left its Circle Internet Group share count unchanged in Q2 2026.
  • Circle Internet Group made up 0.02% of Southeast Asset Advisors's portfolio in Q2 2026, its #208 holding.
  • Southeast Asset Advisors first reported a position in Circle Internet Group in Q1 2026 and has held it in 2 quarters since.
  • Southeast Asset Advisors's Circle Internet Group position peaked at $339K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.