Jones Financial Companies
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Jones Financial Companies’s Crown Castle CCI Stock Holding History

Jones Financial Companies’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 		$6.68M Sell
80,903
-165,108
-67% -$14.5M ﹤0.01% 1060
2026
Q1 		$19.3M Buy
246,011
+221,762
+915% +$19.1M 0.01% 599
2025
Q4 		$2.15M Sell
24,249
-6,863
-22% -$631K ﹤0.01% 913
2025
Q3 		$2.97M Buy
31,112
+2,724
+10% +$276K ﹤0.01% 741
2025
Q2 		$2.86M Buy
28,388
+5,534
+24% +$560K ﹤0.01% 664
2025
Q1 		$2.37M Buy
22,854
+9,951
+77% +$929K ﹤0.01% 617
2024
Q4 		$1.17M Buy
12,903
+7,302
+130% +$763K ﹤0.01% 701
2024
Q3 		$654K Buy
5,601
+2,583
+86% +$285K ﹤0.01% 726
2024
Q2 		$295K Buy
3,018
+1,960
+185% +$193K ﹤0.01% 713
2024
Q1 		$112K Buy
1,058
+1,050
+13,125% +$114K ﹤0.01% 571
2023
Q4 		$922 Sell
8
-32
-80% -$3.28K ﹤0.01% 968
2023
Q3 		$3.68K Sell
40
-149
-79% -$15.4K ﹤0.01% 532
2023
Q2 		$21.5K Buy
189
+94
+99% +$11.2K ﹤0.01% 416
2023
Q1 		$12.7K Buy
+95
New +$13.1K ﹤0.01% 454
2021
Q2 		– Sell
-21
Closed -$4K – 648
2021
Q1 		$4K Sell
21
-99
-83% -$15.9K ﹤0.01% 640
2020
Q4 		$19K Buy
+120
New +$19.5K ﹤0.01% 369

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

Jones Financial Companies's CCI Position: Q2 2026 in Review

Jones Financial Companies reduced its Crown Castle (CCI) stake by 67% in Q2 2026, selling an estimated $14.5M and leaving 80,903 shares worth $6.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Jones Financial Companies first reported a position in CCI in Q4 2020 and has held it in 16 quarters since. The position peaked at $19.3M in Q1 2026. 929 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Jones Financial Companies held 80,903 shares of Crown Castle worth $6.68M as of Q2 2026.
  • Jones Financial Companies sold 165,108 Crown Castle shares in Q2 2026, an estimated $14.5M.
  • Crown Castle made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1060 holding.
  • Jones Financial Companies first reported a position in Crown Castle in Q4 2020 and has held it in 16 quarters since.
  • Jones Financial Companies's Crown Castle position peaked at $19.3M in Q1 2026.
  • 929 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.