Position in CRCL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,567
New position
Shares Held
41
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#511
of 562 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $516,902 across 7 Capital Markets names. CRCL ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,355 | $283,249 | |
| 2 | GS |
Goldman Sachs Group Inc
|
160 | $161,819 | |
| 3 | SCHW |
Schwab Charles Corp
|
645 | $59,514 | |
| 4 | MIAX |
Miami International Holdings, Inc.
|
157 | $5,834 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
10 | $2,816 | |
| 6 | CRCL |
Circle Internet Group, Inc.
This page
|
41 | $2,567 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
11 | $1,103 |
All Filings in CRCL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,567 | 41 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||