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BOK Financial Private Wealth’s Crown Castle CCI Stock Holding History

BOK Financial Private 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
Q2 		$2.12K Buy
+28
New +$2.46K ﹤0.01% 615
2024
Q3 		– Sell
-57
Closed -$5.57K – 537
2024
Q2 		$5.57K Hold
57
– – ﹤0.01% 398
2024
Q1 		$6.03K Hold
57
– – ﹤0.01% 390
2023
Q4 		$6.57K Hold
57
– – ﹤0.01% 390
2023
Q3 		$5.25K Sell
57
-233
-80% -$24.1K ﹤0.01% 341
2023
Q2 		$33K Sell
290
-436
-60% -$51.9K ﹤0.01% 258
2023
Q1 		$97.2K Sell
726
-9,052
-93% -$1.25M 0.01% 200
2022
Q4 		$1.33M Sell
9,778
-265
-3% -$35.8K 0.11% 89
2022
Q3 		$1.45M Buy
10,043
+425
+4% +$72.7K 0.13% 92
2022
Q2 		$1.62M Sell
9,618
-2,949
-23% -$537K 0.14% 91
2022
Q1 		$2.32M Buy
12,567
+648
+5% +$115K 0.16% 89
2021
Q4 		$2.49M Sell
11,919
-128
-1% -$23.6K 0.17% 85
2021
Q3 		$2.09M Buy
12,047
+236
+2% +$45.6K 0.17% 81
2021
Q2 		$2.3M Buy
11,811
+862
+8% +$161K 0.19% 79
2021
Q1 		$1.89M Buy
10,949
+341
+3% +$54.6K 0.17% 83
2020
Q4 		$1.69M Sell
10,608
-60
-0.6% -$9.73K 0.16% 84
2020
Q3 		$1.78M Sell
10,668
-846
-7% -$140K 0.19% 82
2020
Q2 		$1.93M Sell
11,514
-2,593
-18% -$418K 0.2% 77
2020
Q1 		$2.04M Sell
14,107
-7,017
-33% -$1.05M 0.25% 79
2019
Q4 		$3M Buy
+21,124
New +$2.88M 0.25% 73

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

BOK Financial Private Wealth's CCI Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Crown Castle (CCI) in Q2 2026: 28 shares worth $2.12K. The stake represents ﹤0.01% of the portfolio and ranks #615 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in CCI as recently as Q2 2024.

BOK Financial Private Wealth first reported a position in CCI in Q4 2019 and has held it in 20 quarters since. The position peaked at $3M in Q4 2019. 937 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • BOK Financial Private Wealth held 28 shares of Crown Castle worth $2.12K as of Q2 2026.
  • Crown Castle was a new BOK Financial Private Wealth position in Q2 2026.
  • Crown Castle made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #615 holding.
  • BOK Financial Private Wealth first reported a position in Crown Castle in Q4 2019 and has held it in 20 quarters since.
  • BOK Financial Private Wealth's Crown Castle position peaked at $3M in Q4 2019.
  • 937 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.