BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in CRCL — Circle Internet Group, Inc.
CIK 2010186
CINCINNATI, OH
Position in CRCL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$20,041
-$10,490 QoQ
Shares Held
320
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#455
of 562 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRCL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $10,689,083 across 14 Capital Markets names. CRCL ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22,802 | $4,766,530 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,336 | $3,373,930 | |
| 3 | SCHW |
Schwab Charles Corp
|
17,712 | $1,634,286 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
8,328 | $724,869 | |
| 5 | PIPR |
Piper Sandler Companies
|
744 | $53,820 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
331 | $33,192 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
217 | $29,106 | |
| 8 | CRCL |
Circle Internet Group, Inc.
This page
|
320 | $20,041 |
All Filings in CRCL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,041 | 320 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $30,531 | 320 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $25,376 | 320 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||