UCFA
CRCL

United Capital Financial Advisors’s Circle Internet Group CRCL Stock Holding History

United Capital Financial Advisors’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
Q2 		$229K Sell
3,655
-112
-3% -$10.9K ﹤0.01% 1486
2026
Q1 		$359K Buy
+3,767
New +$319K ﹤0.01% 1241

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return
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
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $437M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Capital Financial Advisors's CRCL Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Circle Internet Group (CRCL) stake by 3% in Q2 2026, selling an estimated $10.9K and leaving 3,655 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

United Capital Financial Advisors first reported a position in CRCL in Q1 2026 and has held it in 2 quarters since. The position peaked at $359K in Q1 2026. 563 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • United Capital Financial Advisors held 3,655 shares of Circle Internet Group worth $229K as of Q2 2026.
  • United Capital Financial Advisors sold 112 Circle Internet Group shares in Q2 2026, an estimated $10.9K.
  • Circle Internet Group made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1486 holding.
  • United Capital Financial Advisors first reported a position in Circle Internet Group in Q1 2026 and has held it in 2 quarters since.
  • United Capital Financial Advisors's Circle Internet Group position peaked at $359K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.