Position in CRCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,069,094
-$552,780 QoQ
Shares Held
17,070
+0.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#251
of 562 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CRCL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $76,990,053 across 13 Capital Markets names. CRCL ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
483,058 | $44,571,761 | |
| 2 | GS |
Goldman Sachs Group Inc
|
14,765 | $14,932,878 | |
| 3 | MS |
Morgan Stanley
|
53,093 | $11,098,560 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,661 | $1,670,765 | |
| 5 | CRCL |
Circle Internet Group, Inc.
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|
17,070 | $1,069,094 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
16,153 | $962,234 | |
| 7 | EVR |
Evercore Inc.
|
2,212 | $755,265 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
6,221 | $541,475 |
All Filings in CRCL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,069,094 | 17,070 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,621,874 | 16,999 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,339,773 | 16,895 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||