Position in CRCL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$678,269
New position
Shares Held
7,109
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Capital Markets
Financial Services · as of Mar 31, 2026Waverly Advisors, LLC holds $57,892,681 across 16 Capital Markets names. CRCL ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
22,810 | $19,297,031 | |
| 2 | MS |
Morgan Stanley
|
112,548 | $18,522,024 | |
| 3 | SCHW |
Schwab Charles Corp
|
127,577 | $11,989,686 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
33,254 | $2,304,502 | |
| 5 | FIGR |
Figure Technology Solutions, Inc.
|
29,812 | $1,012,117 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
2,740 | $824,274 | |
| 7 | CRCL |
Circle Internet Group, Inc.
This page
|
7,109 | $678,269 | |
| 8 | SF |
Stifel Financial Corp
|
8,601 | $635,785 |
All Filings in CRCL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $678,269 | 7,109 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||