Key Financial Inc
CCI icon

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
Q3 		$1.6K Hold
24
– – ﹤0.01% 1126
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 +$49.2K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Key Financial Inc's CCI Position: Q3 2026 in Review

Key Financial Inc held its Crown Castle (CCI) position steady in Q3 2026 at 24 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Key Financial Inc first reported a position in CCI in Q1 2020 and has held it in 25 quarters since. The position peaked at $214K in Q3 2022. 454 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • Key Financial Inc held 24 shares of Crown Castle worth $1.6K as of Q3 2026.
  • Key Financial Inc left its Crown Castle share count unchanged in Q3 2026.
  • Crown Castle made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1126 holding.
  • Key Financial Inc first reported a position in Crown Castle in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Crown Castle position peaked at $214K in Q3 2022.
  • 454 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.