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Catalyst Financial Partners’s Crown Castle CCI Stock Holding History

Catalyst Financial Partners’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
Q1 		– Sell
-2,416
Closed -$215K – 372
2025
Q4 		$215K Sell
2,416
-490
-17% -$45.1K 0.02% 303
2025
Q3 		$280K Buy
2,906
+11
+0.4% +$1.11K 0.03% 247
2025
Q2 		$297K Buy
2,895
+293
+11% +$29.7K 0.03% 234
2025
Q1 		$271K Sell
2,602
-224
-8% -$20.9K 0.05% 232
2024
Q4 		$256K Sell
2,826
-138
-5% -$14.4K 0.05% 229
2024
Q3 		$352K Sell
2,964
-117
-4% -$12.9K 0.07% 177
2024
Q2 		$301K Sell
3,081
-6
-0.2% -$591 0.07% 187
2024
Q1 		$287K Sell
3,087
-459
-13% -$49.9K 0.07% 176
2023
Q4 		$408K Sell
3,546
-617
-15% -$63.2K 0.12% 119
2023
Q3 		$383K Buy
4,163
+269
+7% +$27.9K 0.12% 120
2023
Q2 		$444K Buy
3,894
+532
+16% +$63.3K 0.16% 96
2023
Q1 		$450K Buy
+3,362
New +$465K 0.19% 78

Other funds holding CCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Catalyst Financial Partners's CCI Position: Q1 2026 in Review

Catalyst Financial Partners sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 2,416 shares — an estimated $215K sold.

Catalyst Financial Partners first reported a position in CCI in Q1 2023 and held it in 12 quarters. The position peaked at $450K in Q1 2023. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Catalyst Financial Partners reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Catalyst Financial Partners sold 2,416 Crown Castle shares in Q1 2026, an estimated $215K.
  • Catalyst Financial Partners first reported a position in Crown Castle in Q1 2023 and held it in 12 quarters.
  • Catalyst Financial Partners's Crown Castle position peaked at $450K in Q1 2023.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.