Position in CRCL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,515
-$2,001 QoQ
Shares Held
120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#490
of 564 holders
Holding Since
Jun 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, 2026Concord Wealth Partners holds $10,930,468 across 16 Capital Markets names. CRCL ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,652 | $5,716,263 | |
| 2 | MS |
Morgan Stanley
|
23,965 | $5,009,643 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,186 | $109,432 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
533 | $53,449 | |
| 5 | SF |
Stifel Financial Corp
|
250 | $17,442 | |
| 6 | CRCL |
Circle Internet Group, Inc.
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|
120 | $7,515 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
24 | $6,760 | |
| 8 | PJT |
PJT Partners Inc.
|
32 | $4,830 |
All Filings in CRCL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,515 | 120 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $9,516 | 120 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $15,909 | 120 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $21,754 | 120 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||