SPL
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Superior Planning, LLC’s Crown Castle CCI Stock Holding History

Superior Planning, LLC’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.1K Buy
+317
New +$23.8K 0.01% 676

Other funds holding CCI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Superior Planning, LLC's CCI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Crown Castle (CCI) in Q3 2026: 317 shares worth $21.1K. The stake represents 0.01% of the portfolio and ranks #676 among its holdings.

649 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • Superior Planning, LLC held 317 shares of Crown Castle worth $21.1K as of Q3 2026.
  • Crown Castle was a new Superior Planning, LLC position in Q3 2026.
  • Crown Castle made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #676 holding.
  • 649 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.