MISSION WEALTH MANAGEMENT, LP CRCL CIRCLE INTERNET GROUP INC

Ownership history in MISSION WEALTH MANAGEMENT, LP  ·  6 quarters on record

AI Ownership Summary

MISSION WEALTH MANAGEMENT, LP reported CIRCLE INTERNET GROUP INC (CRCL) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows CRCL at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CRCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MISSION WEALTH MANAGEMENT, LP's position in CIRCLE INTERNET GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CRCL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MISSION WEALTH MANAGEMENT, LP held CRCL — position size vs. price
% of Fund (quarterly)    CRCL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6,067 -8,836 -59.3% 0.01% $579K 2026-05-15 $114.00
2025 Q4 ADDED 14,903 +14,901 +745050.0% 0.02% $1.2M 2026-02-05 $50.23
2025 Q3 REDUCED 100.0% -39.3% 2 -12,498 -100.0% 0.00% $266 2025-11-04 $111.25
2025 Q3 ADDED 12,500 +7,500 +150.0% 0.03% $1.7M 2025-11-04 $111.25
2025 Q2 ADDED 5,000 +4,967 +15051.5% 0.02% $906K 2025-08-05 $153.93
2025 Q2 INITIATED 33 0.00% $6K 2025-08-05 $153.93

FAQ About MISSION WEALTH MANAGEMENT, LP and CRCL

These are the practical questions this page is built to answer before you even open the full history table.

How long has MISSION WEALTH MANAGEMENT, LP reported owning CRCL?

MISSION WEALTH MANAGEMENT, LP reported CRCL across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported CRCL position in MISSION WEALTH MANAGEMENT, LP's portfolio?

The largest reported portfolio weight for CRCL was 0.03% in 2025 Q3.

What is the latest reported CRCL position on this page?

The most recent filing on this page is 2026 Q1, when MISSION WEALTH MANAGEMENT, LP reported 6,067 shares, equal to 0.01% of portfolio, with an estimated market value of $579K.

What does the chart on this CRCL ownership page compare?

The chart compares MISSION WEALTH MANAGEMENT, LP's quarterly CRCL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MISSION WEALTH MANAGEMENT, LP time their CRCL position?

Based on 13F filing dates vs. subsequent CRCL price moves, MISSION WEALTH MANAGEMENT, LP correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on CRCL relative to SPY over the holding period was -45.6%.

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