FA
CCI icon

Fiduciary Alliance’s Crown Castle CCI Stock Holding History

Fiduciary Alliance’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 		$1.5M Sell
19,756
-12,435
-39% -$1.09M 0.1% 215
2026
Q1 		$2.76M Buy
32,191
+16,881
+110% +$1.45M 0.17% 142
2025
Q4 		$1.36M Buy
15,310
+1,190
+8% +$109K 0.09% 209
2025
Q3 		$1.36M Buy
14,120
+3,772
+36% +$382K 0.09% 197
2025
Q2 		$1.06M Buy
10,348
+2,045
+25% +$207K 0.08% 216
2025
Q1 		$865K Sell
8,303
-17,175
-67% -$1.6M 0.09% 183
2024
Q4 		$2.31M Sell
25,478
-63,401
-71% -$6.63M 0.23% 100
2024
Q3 		$10.5M Buy
88,879
+4,120
+5% +$454K 1.4% 13
2024
Q2 		$8.08M Sell
84,759
-2,952
-3% -$291K 1.31% 22
2024
Q1 		$9.14M Buy
87,711
+7,283
+9% +$792K 1.61% 16
2023
Q4 		$9.26M Buy
80,428
+25,669
+47% +$2.63M 1.82% 13
2023
Q3 		$5.04M Buy
54,759
+4,038
+8% +$418K 1.16% 26
2023
Q2 		$5.78M Buy
50,721
+7,713
+18% +$918K 1.24% 26
2023
Q1 		$5.76M Buy
43,008
+1,238
+3% +$171K 1.44% 23
2022
Q4 		$5.67M Buy
+41,770
New +$5.65M 1.47% 19

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fiduciary Alliance's CCI Position: Q2 2026 in Review

Fiduciary Alliance reduced its Crown Castle (CCI) stake by 39% in Q2 2026, selling an estimated $1.09M and leaving 19,756 shares worth $1.5M. The position accounts for 0.1% of the portfolio, ranked #215.

Fiduciary Alliance first reported a position in CCI in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.5M in Q3 2024. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Fiduciary Alliance held 19,756 shares of Crown Castle worth $1.5M as of Q2 2026.
  • Fiduciary Alliance sold 12,435 Crown Castle shares in Q2 2026, an estimated $1.09M.
  • Crown Castle made up 0.1% of Fiduciary Alliance's portfolio in Q2 2026, its #215 holding.
  • Fiduciary Alliance first reported a position in Crown Castle in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's Crown Castle position peaked at $10.5M in Q3 2024.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.