WANY
CRCL

Wealthspire Advisors (New York)’s Circle Internet Group CRCL Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1
Closed -$133 – 3064
2025
Q3 		$133 Buy
+1
New +$158 ﹤0.01% 2983

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ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s CRCL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Circle Internet Group (CRCL) in Q4 2025, closing a stake of 1 share — an estimated $133 sold.

Wealthspire Advisors (New York) first reported a position in CRCL in Q3 2025 and held it in 1 quarter. The position peaked at $133 in Q3 2025. 461 funds tracked by Wall St. Rank hold CRCL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Circle Internet Group position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1 Circle Internet Group share in Q4 2025, an estimated $133.
  • Wealthspire Advisors (New York) first reported a position in Circle Internet Group in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Circle Internet Group position peaked at $133 in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Circle Internet Group as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.