United Advisor Group’s Circle Internet Group CRCL Stock Holding History

United Advisor Group’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	$2.3M	Buy	+28,024	New	+$2.16M	0.22%	119

Other funds holding CRCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

SBI Holdings USA Santa Clara, California $133M AUM 38.02% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

United Advisor Group's CRCL Position: Q3 2026 in Review

United Advisor Group opened a new position in Circle Internet Group (CRCL) in Q3 2026: 28,024 shares worth $2.3M. The stake represents 0.22% of the portfolio and ranks #119 among its holdings.

265 funds tracked by Wall St. Rank hold CRCL as of Q3 2026.

United Advisor Group held 28,024 shares of Circle Internet Group worth $2.3M as of Q3 2026.
Circle Internet Group was a new United Advisor Group position in Q3 2026.
Circle Internet Group made up 0.22% of United Advisor Group's portfolio in Q3 2026, its #119 holding.
265 funds tracked by Wall St. Rank held Circle Internet Group as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.