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Atomi Financial Group’s Crown Castle CCI Stock Holding History

Atomi 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 		$334K Buy
+4,409
New +$387K 0.01% 973
2026
Q1 		– Sell
-3,234
Closed -$287K – 1232
2025
Q4 		$287K Sell
3,234
-639
-16% -$58.8K 0.01% 959
2025
Q3 		$374K Buy
3,873
+236
+6% +$23.9K 0.01% 773
2025
Q2 		$374K Buy
3,637
+834
+30% +$84.4K 0.01% 706
2025
Q1 		$292K Buy
2,803
+506
+22% +$47.2K 0.01% 780
2024
Q4 		$208K Sell
2,297
-518
-18% -$54.2K 0.01% 903
2024
Q3 		$334K Buy
+2,815
New +$310K 0.02% 620

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

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

Atomi Financial Group opened a new position in Crown Castle (CCI) in Q2 2026: 4,409 shares worth $334K. The stake represents 0.01% of the portfolio and ranks #973 among its holdings. This is a return to the name: Atomi Financial Group previously reported a position in CCI as recently as Q4 2025.

Atomi Financial Group first reported a position in CCI in Q3 2024 and has held it in 7 quarters since. The position peaked at $374K in Q3 2025. 937 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Atomi Financial Group held 4,409 shares of Crown Castle worth $334K as of Q2 2026.
  • Crown Castle was a new Atomi Financial Group position in Q2 2026.
  • Crown Castle made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #973 holding.
  • Atomi Financial Group first reported a position in Crown Castle in Q3 2024 and has held it in 7 quarters since.
  • Atomi Financial Group's Crown Castle position peaked at $374K in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.