Balance Wealth
CCI icon

Balance Wealth’s Crown Castle CCI Stock Holding History

Balance Wealth’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 		$40 Buy
+1
New +$75 ﹤0.01% 972

Other funds holding CCI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Balance Wealth's CCI Position: Q3 2026 in Review

Balance Wealth opened a new position in Crown Castle (CCI) in Q3 2026: 1 share worth $40. The stake represents ﹤0.01% of the portfolio and ranks #972 among its holdings.

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

  • Balance Wealth held 1 share of Crown Castle worth $40 as of Q3 2026.
  • Crown Castle was a new Balance Wealth position in Q3 2026.
  • Crown Castle made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #972 holding.
  • 764 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.