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Farther Finance Advisors’s Crown Castle CCI Stock Holding History

Farther Finance Advisors’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
Q3 		$427K Buy
6,406
+2,342
+58% +$176K ﹤0.01% 1708
2026
Q2 		$309K Sell
4,064
-121
-3% -$10.6K ﹤0.01% 1929
2026
Q1 		$338K Sell
4,185
-674
-14% -$58K ﹤0.01% 1661
2025
Q4 		$432K Sell
4,859
-444
-8% -$40.8K ﹤0.01% 1407
2025
Q3 		$512K Buy
5,303
+591
+13% +$59.8K 0.01% 1058
2025
Q2 		$484K Buy
4,712
+826
+21% +$83.6K 0.01% 919
2025
Q1 		$407K Buy
3,886
+357
+10% +$33.3K 0.01% 875
2024
Q4 		$320K Sell
3,529
-542
-13% -$56.7K 0.01% 781
2024
Q3 		$483K Buy
4,071
+468
+13% +$51.5K 0.02% 601
2024
Q2 		$346K Buy
3,603
+490
+16% +$48.3K 0.02% 614
2024
Q1 		$325K Buy
3,113
+607
+24% +$66K 0.02% 511
2023
Q4 		$289K Buy
2,506
+1,329
+113% +$136K 0.02% 461
2023
Q3 		$108K Buy
1,177
+374
+47% +$38.7K 0.02% 530
2023
Q2 		$91.5K Sell
803
-84
-9% -$10K 0.02% 497
2023
Q1 		$119K Sell
887
-7
-0.8% -$968 0.03% 361
2022
Q4 		$121K Buy
+894
New +$121K 0.05% 289

Other funds holding CCI

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Farther Finance Advisors's CCI Position: Q3 2026 in Review

Farther Finance Advisors increased its Crown Castle (CCI) stake by 58% in Q3 2026, buying an estimated $176K and bringing the position to 6,406 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Farther Finance Advisors first reported a position in CCI in Q4 2022 and has held it in 16 quarters since. The position peaked at $512K in Q3 2025. 34 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • Farther Finance Advisors held 6,406 shares of Crown Castle worth $427K as of Q3 2026.
  • Farther Finance Advisors bought 2,342 Crown Castle shares in Q3 2026, an estimated $176K.
  • Crown Castle made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1708 holding.
  • Farther Finance Advisors first reported a position in Crown Castle in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Crown Castle position peaked at $512K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.