Position in CRCL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$205,113
-$1,028,347 QoQ
Shares Held
3,275
-74.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#391
of 562 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in CRCL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $21,647,220 across 8 Capital Markets names. CRCL ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
16,051 | $16,233,499 | |
| 2 | MS |
Morgan Stanley
|
6,263 | $1,309,217 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
9,950 | $997,786 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
10,584 | $921,231 | |
| 5 | SNEX |
StoneX Group Inc.
|
11,322 | $894,438 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,935 | $545,050 | |
| 7 | SCHW |
Schwab Charles Corp
|
5,862 | $540,886 | |
| 8 | CRCL |
Circle Internet Group, Inc.
This page
|
3,275 | $205,113 |
All Filings in CRCL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,113 | 3,275 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,233,460 | 12,928 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,214,717 | 15,318 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||