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Key Financial Inc’s Crown Castle CCI Stock Holding History

Key Financial Inc’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 		$1.82K Sell
24
-39
-62% -$3.43K ﹤0.01% 1160
2026
Q1 		$5.12K Buy
63
+33
+110% +$2.84K ﹤0.01% 1028
2025
Q4 		$2.67K Sell
30
-303
-91% -$27.9K ﹤0.01% 1133
2025
Q3 		$31.9K Sell
333
-215
-39% -$21.8K 0.01% 604
2025
Q2 		$56.3K Hold
548
– – 0.01% 467
2025
Q1 		$57.1K Sell
548
-22
-4% -$2.05K 0.01% 462
2024
Q4 		$51.7K Buy
570
+22
+4% +$2.3K 0.01% 475
2024
Q3 		$65K Buy
548
+7
+1% +$771 0.01% 435
2024
Q2 		$52.9K Buy
541
+5
+0.9% +$492 0.01% 461
2024
Q1 		$56.7K Sell
536
-719
-57% -$78.2K 0.01% 415
2023
Q4 		$145K Sell
1,255
-47
-4% -$4.81K 0.04% 249
2023
Q3 		$120K Hold
1,302
– – 0.04% 258
2023
Q2 		$148K Hold
1,302
– – 0.05% 243
2023
Q1 		$174K Sell
1,302
-177
-12% -$24.5K 0.06% 212
2022
Q4 		$214K Hold
1,479
– – 0.1% 158
2022
Q3 		$214K Buy
1,479
+961
+186% +$164K 0.1% 160
2022
Q2 		$89K Hold
518
– – 0.05% 258
2022
Q1 		$96K Buy
518
+177
+52% +$31.5K 0.05% 259
2021
Q4 		$71K Hold
341
– – 0.04% 293
2021
Q3 		$59K Buy
341
+19
+6% +$3.67K 0.03% 320
2021
Q2 		$62K Hold
322
– – 0.03% 317
2021
Q1 		$55K Buy
322
+19
+6% +$3.04K 0.04% 260
2020
Q4 		$48K Buy
+303
New +$49.1K 0.04% 251
2020
Q2 		– Sell
-303
Closed -$45K – 175
2020
Q1 		$45K Buy
+303
New +$45.2K 0.05% 227

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

Key Financial Inc's CCI Position: Q2 2026 in Review

Key Financial Inc reduced its Crown Castle (CCI) stake by 62% in Q2 2026, selling an estimated $3.43K and leaving 24 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Key Financial Inc first reported a position in CCI in Q1 2020 and has held it in 24 quarters since. The position peaked at $214K in Q3 2022. 936 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Key Financial Inc held 24 shares of Crown Castle worth $1.82K as of Q2 2026.
  • Key Financial Inc sold 39 Crown Castle shares in Q2 2026, an estimated $3.43K.
  • Crown Castle made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1160 holding.
  • Key Financial Inc first reported a position in Crown Castle in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Crown Castle position peaked at $214K in Q3 2022.
  • 936 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.