Position in CRCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,214,059
+$3,059,789 QoQ
Shares Held
67,285
+456.2% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#143
of 562 holders
Holding Since
Mar 2026
2 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, 2026WCG Wealth Advisors LLC holds $41,621,862 across 6 Capital Markets names. CRCL ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
188,964 | $17,435,708 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
130,176 | $13,054,049 | |
| 3 | CRCL |
Circle Internet Group, Inc.
This page
|
67,285 | $4,214,059 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
289,976 | $3,859,580 | |
| 5 | MS |
Morgan Stanley
|
13,070 | $2,732,152 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
11,918 | $326,314 |
All Filings in CRCL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,214,059 | 67,285 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,154,270 | 12,098 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||