TWM
CRCL

TCFG Wealth Management’s Circle Internet Group CRCL Stock Holding History

TCFG Wealth Management’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
Q1 		$217K Buy
+2,270
New +$192K 0.08% 252
2025
Q4 		– Sell
-2,440
Closed -$323K – 289
2025
Q3 		$323K Buy
+2,440
New +$386K 0.13% 188

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $437M AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TCFG Wealth Management's CRCL Position: Q1 2026 in Review

TCFG Wealth Management opened a new position in Circle Internet Group (CRCL) in Q1 2026: 2,270 shares worth $217K. The stake represents 0.08% of the portfolio and ranks #252 among its holdings. This is a return to the name: TCFG Wealth Management previously reported a position in CRCL as recently as Q3 2025.

TCFG Wealth Management first reported a position in CRCL in Q3 2025 and has held it in 2 quarters since. The position peaked at $323K in Q3 2025. 537 funds tracked by Wall St. Rank hold CRCL as of Q1 2026.

  • TCFG Wealth Management held 2,270 shares of Circle Internet Group worth $217K as of Q1 2026.
  • Circle Internet Group was a new TCFG Wealth Management position in Q1 2026.
  • Circle Internet Group made up 0.08% of TCFG Wealth Management's portfolio in Q1 2026, its #252 holding.
  • TCFG Wealth Management first reported a position in Circle Internet Group in Q3 2025 and has held it in 2 quarters since.
  • TCFG Wealth Management's Circle Internet Group position peaked at $323K in Q3 2025.
  • 537 funds tracked by Wall St. Rank held Circle Internet Group as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.