Foundations Investment Advisors, LLC
EndowmentPosition in CRCL — Circle Internet Group, Inc.
CIK 1743404
PHOENIX, AZ
Position in CRCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,495,304
-$2,015,012 QoQ
Shares Held
39,842
-15.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#178
of 564 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRCL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $233,990,592 across 11 Capital Markets names. CRCL ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
378,795 | $79,183,305 | |
| 2 | GS |
Goldman Sachs Group Inc
|
72,064 | $72,883,366 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
619,285 | $62,101,897 | |
| 4 | IREN |
IREN Ltd
|
196,933 | $9,005,745 | |
| 5 | MARA |
MARA Holdings, Inc.
|
398,085 | $5,529,400 | |
| 6 | CRCL |
Circle Internet Group, Inc.
This page
|
39,842 | $2,495,304 | |
| 7 | SCHW |
Schwab Charles Corp
|
13,151 | $1,213,442 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
30,142 | $825,287 |
All Filings in CRCL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,495,304 | 39,842 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $4,510,316 | 47,273 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $2,664,955 | 33,606 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $348,287 | 2,627 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||