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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
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 $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

Fiduciary Alliance's CCI Position: Q1 2026 in Review

Fiduciary Alliance increased its Crown Castle (CCI) stake by 110% in Q1 2026, buying an estimated $1.45M and bringing the position to 32,191 shares worth $2.76M. The position accounts for 0.17% of the portfolio, ranked #142.

Fiduciary Alliance first reported a position in CCI in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.5M in Q3 2024. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Fiduciary Alliance held 32,191 shares of Crown Castle worth $2.76M as of Q1 2026.
  • Fiduciary Alliance bought 16,881 Crown Castle shares in Q1 2026, an estimated $1.45M.
  • Crown Castle made up 0.17% of Fiduciary Alliance's portfolio in Q1 2026, its #142 holding.
  • Fiduciary Alliance first reported a position in Crown Castle in Q4 2022 and has held it in 14 quarters since.
  • Fiduciary Alliance's Crown Castle position peaked at $10.5M in Q3 2024.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.