SPIA
CRCL

Steward Partners Investment Advisory’s Circle Internet Group CRCL Stock Holding History

Steward Partners Investment Advisory’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 		$162K Buy
2,586
+297
+13% +$28.9K ﹤0.01% 2336
2026
Q1 		$218K Buy
2,289
+1,114
+95% +$94.4K ﹤0.01% 1968
2025
Q4 		$93.2K Buy
1,175
+1,121
+2,076% +$116K ﹤0.01% 2338
2025
Q3 		$7.16K Buy
54
+11
+26% +$1.74K ﹤0.01% 3531
2025
Q2 		$7.79K Buy
+43
New +$7K ﹤0.01% 3323

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

Steward Partners Investment Advisory's CRCL Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Circle Internet Group (CRCL) stake by 13% in Q2 2026, buying an estimated $28.9K and bringing the position to 2,586 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2336.

Steward Partners Investment Advisory first reported a position in CRCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $218K in Q1 2026. 563 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Steward Partners Investment Advisory held 2,586 shares of Circle Internet Group worth $162K as of Q2 2026.
  • Steward Partners Investment Advisory bought 297 Circle Internet Group shares in Q2 2026, an estimated $28.9K.
  • Circle Internet Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2336 holding.
  • Steward Partners Investment Advisory first reported a position in Circle Internet Group in Q2 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's Circle Internet Group position peaked at $218K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.