TFA
CRCL

Toth Financial Advisory’s Circle Internet Group CRCL Stock Holding History

Toth Financial 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
Q3 		$3.7K Buy
+45
New +$3.47K ﹤0.01% 713
2025
Q4 		– Sell
-700
Closed -$92.8K – 1002
2025
Q3 		$92.8K Buy
+700
New +$111K 0.01% 276

Other funds holding CRCL

NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Toth Financial Advisory's CRCL Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Circle Internet Group (CRCL) in Q3 2026: 45 shares worth $3.7K. The stake represents ﹤0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in CRCL as recently as Q3 2025.

Toth Financial Advisory first reported a position in CRCL in Q3 2025 and has held it in 2 quarters since. The position peaked at $92.8K in Q3 2025. 23 funds tracked by Wall St. Rank hold CRCL as of Q3 2026.

  • Toth Financial Advisory held 45 shares of Circle Internet Group worth $3.7K as of Q3 2026.
  • Circle Internet Group was a new Toth Financial Advisory position in Q3 2026.
  • Circle Internet Group made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #713 holding.
  • Toth Financial Advisory first reported a position in Circle Internet Group in Q3 2025 and has held it in 2 quarters since.
  • Toth Financial Advisory's Circle Internet Group position peaked at $92.8K in Q3 2025.
  • 23 funds tracked by Wall St. Rank held Circle Internet Group as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.