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 Q3	$15.6K	Hold	33,000	–	–	0.01%	63
2026 Q2	$30.4K	Buy	+33,000	New	+$52.1K	0.02%	63

Other funds holding CIRC

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Targeted Financial Services's CIRC Position: Q3 2026 in Review

Targeted Financial Services held its Circle8 Group (CIRC) position steady in Q3 2026 at 33,000 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #63.

Targeted Financial Services first reported a position in CIRC in Q2 2026 and has held it in 2 quarters since. The position peaked at $30.4K in Q2 2026. 3 funds tracked by Wall St. Rank hold CIRC as of Q3 2026.

Targeted Financial Services held 33,000 shares of Circle8 Group worth $15.6K as of Q3 2026.
Targeted Financial Services left its Circle8 Group share count unchanged in Q3 2026.
Circle8 Group made up 0.01% of Targeted Financial Services's portfolio in Q3 2026, its #63 holding.
Targeted Financial Services first reported a position in Circle8 Group in Q2 2026 and has held it in 2 quarters since.
Targeted Financial Services's Circle8 Group position peaked at $30.4K in Q2 2026.
3 funds tracked by Wall St. Rank held Circle8 Group as of Q3 2026.

Based on Targeted Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.