CFML
CCI icon

COMPASS FINANCIAL MANAGEMENT LLC’s Crown Castle CCI Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$2.68M Buy
+35,347
New +$3.1M 0.32% 83

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's CCI Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Crown Castle (CCI) in Q2 2026: 35,347 shares worth $2.68M. The stake represents 0.32% of the portfolio and ranks #83 among its holdings.

640 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 35,347 shares of Crown Castle worth $2.68M as of Q2 2026.
  • Crown Castle was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Crown Castle made up 0.32% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #83 holding.
  • 640 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.