TFS
CIRC

Targeted Financial Services’s Circle8 Group CIRC Stock Holding History

Targeted Financial Services’s Portfolio CIRC Stock Details CIRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.4K Buy
+33,000
New +$52.1K 0.02% 63

Other funds holding CIRC

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Targeted Financial Services's CIRC Position: Q2 2026 in Review

Targeted Financial Services opened a new position in Circle8 Group (CIRC) in Q2 2026: 33,000 shares worth $30.4K. The stake represents 0.02% of the portfolio and ranks #63 among its holdings.

10 funds tracked by Wall St. Rank hold CIRC as of Q2 2026.

  • Targeted Financial Services held 33,000 shares of Circle8 Group worth $30.4K as of Q2 2026.
  • Circle8 Group was a new Targeted Financial Services position in Q2 2026.
  • Circle8 Group made up 0.02% of Targeted Financial Services's portfolio in Q2 2026, its #63 holding.
  • 10 funds tracked by Wall St. Rank held Circle8 Group as of Q2 2026.

Based on Targeted Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.