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J. Derek Lewis & Associates Inc. → CRCL
J. Derek Lewis & Associates Inc. CRCL Position History
Circle Internet Group • Financial Services
Quarters held
5
Latest value
$2.6M
Q3 2026
Peak value
$2.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.5M |
| Q1 2026 | $1.5M |
| Q1 2026 | $2.3M |
| Q2 2026 | $2.1M |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 32.0K | — | — |
| Q2 2026 | $2.1M | 33.0K | — | — |
| Q1 2026 | $2.3M | 24.4K | — | — |
| Q1 2026 | $1.5M | 18.6K | — | — |
| Q4 2025 | $1.5M | 18.6K | — | — |
Other funds holding CRCL
$1.4B
$964.5M
$727.9M
$696.2M
$623.5M
$473.6M
Other J. Derek Lewis & Associates Inc. positions
COF-PN
$52.1MCAPITAL GROUP CORE BALANCED
COF-PN
$50.8MCAPITAL GROUP CORE BALANCED
COF-PN
$42.6MCAPITAL GROUP CORE BALANCED
COF-PN
$40.5MCAPITAL GROUP CORE BALANCED
COF-PN
$40.5MCAPITAL GROUP CORE BALANCED
COF-PN
$39.7MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$39.7MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$32.1MCAPITAL GROUP DIVIDEND VALUE