Bank Julius Baer & Co
CCI icon

Bank Julius Baer & Co’s Crown Castle CCI Stock Holding History

Bank Julius Baer & Co’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 		$67.1K Hold
886
– – ﹤0.01% 571
2026
Q1 		$72K Hold
886
– – ﹤0.01% 571
2025
Q4 		$78.7K Hold
886
– – ﹤0.01% 550
2025
Q3 		$85.5K Hold
886
– – ﹤0.01% 552
2025
Q2 		$91K Hold
886
– – ﹤0.01% 503
2025
Q1 		$92.3K Buy
886
+83
+10% +$7.75K ﹤0.01% 490
2024
Q4 		$80.4K Sell
803
-652
-45% -$68.2K ﹤0.01% 498
2024
Q3 		$189K Sell
1,455
-614
-30% -$67.6K ﹤0.01% 399
2024
Q2 		$221K Sell
2,069
-75
-3% -$7.39K ﹤0.01% 340
2024
Q1 		$227K Sell
2,144
-844
-28% -$91.8K ﹤0.01% 385
2023
Q4 		$344K Buy
2,988
+2,243
+301% +$230K ﹤0.01% 355
2023
Q3 		$69K Buy
745
+23
+3% +$2.38K ﹤0.01% 449
2023
Q2 		$82K Sell
722
-14
-2% -$1.67K ﹤0.01% 466
2023
Q1 		$99K Hold
736
– – ﹤0.01% 485
2022
Q4 		$100K Buy
736
+12
+2% +$1.62K ﹤0.01% 471
2022
Q3 		$105K Sell
724
-12
-2% -$2.05K ﹤0.01% 458
2022
Q2 		$124K Hold
736
– – ﹤0.01% 466
2022
Q1 		$136K Sell
736
-211
-22% -$37.6K ﹤0.01% 464
2021
Q4 		$198K Sell
947
-1,391
-59% -$257K ﹤0.01% 530
2021
Q3 		$405K Buy
2,338
+1
+0% +$193 ﹤0.01% 459
2021
Q2 		$456K Sell
2,337
-1,831
-44% -$343K ﹤0.01% 466
2021
Q1 		$717K Buy
+4,168
New +$668K 0.01% 381
2020
Q4 		– Sell
-264
Closed -$44K – 809
2020
Q3 		$44K Buy
+264
New +$43.6K ﹤0.01% 612

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 $3.38T AUM 44.17% 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

Bank Julius Baer & Co's CCI Position: Q2 2026 in Review

Bank Julius Baer & Co held its Crown Castle (CCI) position steady in Q2 2026 at 886 shares worth $67.1K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Bank Julius Baer & Co first reported a position in CCI in Q3 2020 and has held it in 23 quarters since. The position peaked at $717K in Q1 2021. 940 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Bank Julius Baer & Co held 886 shares of Crown Castle worth $67.1K as of Q2 2026.
  • Bank Julius Baer & Co left its Crown Castle share count unchanged in Q2 2026.
  • Crown Castle made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #571 holding.
  • Bank Julius Baer & Co first reported a position in Crown Castle in Q3 2020 and has held it in 23 quarters since.
  • Bank Julius Baer & Co's Crown Castle position peaked at $717K in Q1 2021.
  • 940 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.