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Bard Financial Services’s Crown Castle CCI Stock Holding History

Bard Financial Services’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
2025
Q3 		$485K Sell
5,025
-300
-6% -$30.4K 0.05% 148
2025
Q2 		$547K Sell
5,325
-3,525
-40% -$357K 0.07% 143
2025
Q1 		$922K Sell
8,850
-730
-8% -$68.2K 0.11% 119
2024
Q4 		$869K Sell
9,580
-500
-5% -$52.3K 0.1% 116
2024
Q3 		$1.2M Buy
10,080
+620
+7% +$68.3K 0.14% 106
2024
Q2 		$924K Sell
9,460
-425
-4% -$41.9K 0.1% 122
2024
Q1 		$1.05M Buy
9,885
+1,570
+19% +$171K 0.11% 114
2023
Q4 		$958K Buy
8,315
+2,005
+32% +$205K 0.11% 120
2023
Q3 		$581K Buy
6,310
+1,675
+36% +$174K 0.07% 138
2023
Q2 		$528K Buy
4,635
+1,200
+35% +$143K 0.04% 212
2023
Q1 		$460K Hold
3,435
– – 0.04% 217
2022
Q4 		$466K Buy
3,435
+125
+4% +$16.9K 0.04% 208
2022
Q3 		$479K Hold
3,310
– – 0.04% 194
2022
Q2 		$557K Buy
3,310
+100
+3% +$18.2K 0.05% 188
2022
Q1 		$593K Buy
3,210
+625
+24% +$111K 0.05% 183
2021
Q4 		$540K Buy
2,585
+350
+16% +$64.6K 0.04% 184
2021
Q3 		$387K Hold
2,235
– – 0.03% 198
2021
Q2 		$436K Hold
2,235
– – 0.04% 196
2021
Q1 		$385K Buy
2,235
+500
+29% +$80.1K 0.04% 197
2020
Q4 		$276K Buy
+1,735
New +$281K 0.03% 212

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bard Financial Services's CCI Position: Q3 2025 in Review

Bard Financial Services reduced its Crown Castle (CCI) stake by 5.6% in Q3 2025, selling an estimated $30.4K and leaving 5,025 shares worth $485K. The position accounts for 0.05% of the portfolio, ranked #148.

Bard Financial Services first reported a position in CCI in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.2M in Q3 2024. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Bard Financial Services held 5,025 shares of Crown Castle worth $485K as of Q3 2025.
  • Bard Financial Services sold 300 Crown Castle shares in Q3 2025, an estimated $30.4K.
  • Crown Castle made up 0.05% of Bard Financial Services's portfolio in Q3 2025, its #148 holding.
  • Bard Financial Services first reported a position in Crown Castle in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Crown Castle position peaked at $1.2M in Q3 2024.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.