Fiduciary Alliance
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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
Q3 		– Sell
-19,756
Closed -$1.5M – 511
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

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Fiduciary Alliance's CCI Position: Q3 2026 in Review

Fiduciary Alliance sold out of Crown Castle (CCI) in Q3 2026, closing a stake of 19,756 shares — an estimated $1.5M sold.

Fiduciary Alliance first reported a position in CCI in Q4 2022 and held it in 15 quarters. The position peaked at $10.5M in Q3 2024. 204 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • Fiduciary Alliance reported no remaining Crown Castle position as of Q3 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 19,756 Crown Castle shares in Q3 2026, an estimated $1.5M.
  • Fiduciary Alliance first reported a position in Crown Castle in Q4 2022 and held it in 15 quarters.
  • Fiduciary Alliance's Crown Castle position peaked at $10.5M in Q3 2024.
  • 204 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.