Foundations Investment Advisors, LLC
EndowmentPosition in CRCL — Circle Internet Group, Inc.
CIK 1743404
PHOENIX, AZ
Position in CRCL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,510,316
+$1,845,361 QoQ
Shares Held
47,273
+40.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRCL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Foundations Investment Advisors, LLC holds $175,964,002 across 12 Capital Markets names. CRCL ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
349,847 | $57,574,319 | |
| 2 | GS |
Goldman Sachs Group Inc
|
66,921 | $56,614,494 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
645,966 | $44,765,442 | |
| 4 | IREN |
IREN Ltd
|
176,618 | $6,054,464 | |
| 5 | CRCL |
Circle Internet Group, Inc.
This page
|
47,273 | $4,510,316 | |
| 6 | MARA |
MARA Holdings, Inc.
|
403,732 | $3,294,453 | |
| 7 | SCHW |
Schwab Charles Corp
|
14,692 | $1,380,754 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
27,288 | $539,756 |
All Filings in CRCL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||