STA
CRCL

Summit Trail Advisors’s Circle Internet Group CRCL Stock Holding History

Summit Trail 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 		$626K Buy
9,996
+6,058
+154% +$590K 0.01% 1153
2026
Q1 		$376K Sell
3,938
-706
-15% -$59.8K 0.01% 1253
2025
Q4 		$368K Buy
+4,644
New +$480K 0.01% 1169

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

Summit Trail Advisors's CRCL Position: Q2 2026 in Review

Summit Trail Advisors increased its Circle Internet Group (CRCL) stake by 154% in Q2 2026, buying an estimated $590K and bringing the position to 9,996 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #1153.

Summit Trail Advisors first reported a position in CRCL in Q4 2025 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Summit Trail Advisors held 9,996 shares of Circle Internet Group worth $626K as of Q2 2026.
  • Summit Trail Advisors bought 6,058 Circle Internet Group shares in Q2 2026, an estimated $590K.
  • Circle Internet Group made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1153 holding.
  • Summit Trail Advisors first reported a position in Circle Internet Group in Q4 2025 and has held it in 3 quarters since.
  • 565 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.