Ascentis Wealth Management, LLC
Position in CRCL — Circle Internet Group, Inc.
CIK 2032602
DALLAS, TX
Position in CRCL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$626
New position
Shares Held
10
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#543
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, 2026Ascentis Wealth Management, LLC holds $708,114 across 7 Capital Markets names. CRCL ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
530 | $536,024 | |
| 2 | MS |
Morgan Stanley
|
514 | $107,446 | |
| 3 | IREN |
IREN Ltd
|
819 | $37,452 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
210 | $21,057 | |
| 5 | FUTU |
Futu Holdings Ltd
|
30 | $2,812 | |
| 6 | TIGR |
UP Fintech Holding Ltd
|
613 | $2,697 | |
| 7 | CRCL |
Circle Internet Group, Inc.
This page
|
10 | $626 |
All Filings in CRCL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626 | 10 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||