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Financial Partners Group (Tennessee)’s Crown Castle CCI Stock Holding History

Financial Partners Group (Tennessee)’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
2025
Q2 		$6.76M Buy
65,839
+2,419
+4% +$245K 2.45% 18
2025
Q1 		$6.61M Buy
63,420
+215
+0.3% +$20.1K 2.87% 12
2024
Q4 		$5.74M Sell
63,205
-189
-0.3% -$19.8K 2.38% 13
2024
Q3 		$7.52M Buy
63,394
+914
+1% +$101K 2.82% 11
2024
Q2 		$6.1M Hold
62,480
– – 2.37% 16
2024
Q1 		$6.61M Buy
+62,480
New +$6.8M 2.56% 13

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Partners Group (Tennessee)'s CCI Position: Q2 2025 in Review

Financial Partners Group (Tennessee) increased its Crown Castle (CCI) stake by 3.8% in Q2 2025, buying an estimated $245K and bringing the position to 65,839 shares worth $6.76M. The position accounts for 2.45% of the portfolio, ranked #18.

Financial Partners Group (Tennessee) first reported a position in CCI in Q1 2024 and has held it in 6 quarters since. The position peaked at $7.52M in Q3 2024. 1,076 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Financial Partners Group (Tennessee) held 65,839 shares of Crown Castle worth $6.76M as of Q2 2025.
  • Financial Partners Group (Tennessee) bought 2,419 Crown Castle shares in Q2 2025, an estimated $245K.
  • Crown Castle made up 2.45% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #18 holding.
  • Financial Partners Group (Tennessee) first reported a position in Crown Castle in Q1 2024 and has held it in 6 quarters since.
  • Financial Partners Group (Tennessee)'s Crown Castle position peaked at $7.52M in Q3 2024.
  • 1,076 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.