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Compass Financial Management’s Crown Castle CCI Stock Holding History

Compass Financial Management’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
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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Compass Financial Management's CCI Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.