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Albion Financial Group’s Crown Castle CCI Stock Holding History

Albion Financial Group’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
Q2 		– Sell
-10
Closed -$814 – 671
2026
Q1 		$814 Buy
+10
New +$861 ﹤0.01% 654
2025
Q1 		– Sell
-26,990
Closed -$2.45M – 626
2024
Q4 		$2.45M Sell
26,990
-8,523
-24% -$891K 0.17% 80
2024
Q3 		$4.21M Sell
35,513
-259
-0.7% -$28.5K 0.29% 66
2024
Q2 		$3.49M Sell
35,772
-8,648
-19% -$852K 0.26% 65
2024
Q1 		$4.7M Buy
44,420
+1,034
+2% +$112K 0.36% 56
2023
Q4 		$5M Buy
43,386
+175
+0.4% +$17.9K 0.41% 51
2023
Q3 		$3.98M Buy
43,211
+26,269
+155% +$2.72M 0.37% 57
2023
Q2 		$1.93M Sell
16,942
-1,925
-10% -$229K 0.17% 76
2023
Q1 		$2.53M Buy
18,867
+529
+3% +$73.1K 0.23% 70
2022
Q4 		$2.49M Buy
18,338
+833
+5% +$113K 0.24% 69
2022
Q3 		$2.53M Buy
17,505
+497
+3% +$85.1K 0.26% 71
2022
Q2 		$2.86M Buy
17,008
+165
+1% +$30K 0.28% 67
2022
Q1 		$3.11M Buy
16,843
+653
+4% +$116K 0.26% 66
2021
Q4 		$3.38M Buy
16,190
+755
+5% +$139K 0.27% 69
2021
Q3 		$2.67M Buy
15,435
+1,603
+12% +$310K 0.23% 74
2021
Q2 		$2.7M Buy
+13,832
New +$2.59M 0.23% 74
2020
Q4 		$1.68M Buy
10,529
+936
+10% +$152K 0.16% 83
2020
Q3 		$1.6M Buy
9,593
+2,710
+39% +$447K 0.17% 80
2020
Q2 		$1.15M Buy
6,883
+1,343
+24% +$216K 0.14% 87
2020
Q1 		$800K Buy
5,540
+1,782
+47% +$266K 0.12% 95
2019
Q4 		$534K Buy
3,758
+638
+20% +$87K 0.06% 141
2019
Q3 		$434K Buy
+3,120
New +$432K 0.06% 147

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Albion Financial Group's CCI Position: Q2 2026 in Review

Albion Financial Group sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 10 shares — an estimated $814 sold.

Albion Financial Group first reported a position in CCI in Q3 2019 and held it in 22 quarters. The position peaked at $5M in Q4 2023. 929 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Albion Financial Group reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Albion Financial Group sold 10 Crown Castle shares in Q2 2026, an estimated $814.
  • Albion Financial Group first reported a position in Crown Castle in Q3 2019 and held it in 22 quarters.
  • Albion Financial Group's Crown Castle position peaked at $5M in Q4 2023.
  • 929 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.