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Compass Financial Services’s Crown Castle CCI Stock Holding History

Compass 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
2026
Q1 		– Sell
-30
Closed -$2.65K – 83
2025
Q4 		$2.65K Sell
30
-122
-80% -$11.2K ﹤0.01% 254
2025
Q3 		$14.6K Hold
152
– – 0.01% 180
2025
Q2 		$15.6K Buy
152
+2
+1% +$202 0.01% 167
2025
Q1 		$15.7K Buy
150
+2
+1% +$187 0.01% 152
2024
Q4 		$13.4K Buy
+148
New +$15.5K 0.01% 123

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

Compass Financial Services's CCI Position: Q1 2026 in Review

Compass Financial Services sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 30 shares — an estimated $2.65K sold.

Compass Financial Services first reported a position in CCI in Q4 2024 and held it in 5 quarters. The position peaked at $15.7K in Q1 2025. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Compass Financial Services reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 30 Crown Castle shares in Q1 2026, an estimated $2.65K.
  • Compass Financial Services first reported a position in Crown Castle in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Crown Castle position peaked at $15.7K in Q1 2025.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.