VisionPoint Advisory Group’s Circle Internet Group CRCL Stock Holding History

VisionPoint Advisory 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	–	Sell	-6,499	Closed	-$407K	–	514
2026 Q2	$407K	Buy	6,499 +669	+11%	+$65.1K	0.07%	291
2026 Q1	$556K	Buy	+5,830	New	+$494K	0.1%	210

Other funds holding CRCL

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

VisionPoint Advisory Group's CRCL Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of Circle Internet Group (CRCL) in Q3 2026, closing a stake of 6,499 shares — an estimated $407K sold.

VisionPoint Advisory Group first reported a position in CRCL in Q1 2026 and held it in 2 quarters. The position peaked at $556K in Q1 2026. 23 funds tracked by Wall St. Rank hold CRCL as of Q3 2026.

VisionPoint Advisory Group reported no remaining Circle Internet Group position as of Q3 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 6,499 Circle Internet Group shares in Q3 2026, an estimated $407K.
VisionPoint Advisory Group first reported a position in Circle Internet Group in Q1 2026 and held it in 2 quarters.
VisionPoint Advisory Group's Circle Internet Group position peaked at $556K in Q1 2026.
23 funds tracked by Wall St. Rank held Circle Internet Group as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.