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Cornerstone Financial Management’s Crown Castle CCI Stock Holding History

Cornerstone 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 		$11K Buy
145
+91
+169% +$7.99K 0.01% 445
2026
Q1 		$4.39K Sell
54
-19
-26% -$1.64K ﹤0.01% 520
2025
Q4 		$6.49K Buy
+73
New +$6.71K 0.01% 370

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Cornerstone Financial Management increased its Crown Castle (CCI) stake by 169% in Q2 2026, buying an estimated $7.99K and bringing the position to 145 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #445.

Cornerstone Financial Management first reported a position in CCI in Q4 2025 and has held it in 3 quarters since. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Cornerstone Financial Management held 145 shares of Crown Castle worth $11K as of Q2 2026.
  • Cornerstone Financial Management bought 91 Crown Castle shares in Q2 2026, an estimated $7.99K.
  • Crown Castle made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #445 holding.
  • Cornerstone Financial Management first reported a position in Crown Castle in Q4 2025 and has held it in 3 quarters since.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

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