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Larson Financial Group’s Crown Castle CCI Stock Holding History

Larson Financial Group’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 		$33.3K Buy
440
+120
+38% +$10.5K ﹤0.01% 1726
2026
Q1 		$26K Sell
320
-76
-19% -$6.54K ﹤0.01% 1700
2025
Q4 		$35.2K Sell
396
-606
-60% -$55.7K ﹤0.01% 1417
2025
Q3 		$96.7K Sell
1,002
-18
-2% -$1.82K ﹤0.01% 913
2025
Q2 		$105K Sell
1,020
-1,293
-56% -$131K ﹤0.01% 836
2025
Q1 		$241K Buy
2,313
+470
+26% +$43.9K 0.01% 588
2024
Q4 		$167K Buy
1,843
+1,568
+570% +$164K 0.01% 609
2024
Q3 		$32.6K Buy
275
+56
+26% +$6.17K ﹤0.01% 1039
2024
Q2 		$21.4K Buy
219
+49
+29% +$4.83K ﹤0.01% 1029
2024
Q1 		$18K Sell
170
-305
-64% -$33.2K ﹤0.01% 909
2023
Q4 		$54.8K Sell
475
-5
-1% -$512 ﹤0.01% 631
2023
Q3 		$44.2K Buy
480
+265
+123% +$27.5K ﹤0.01% 645
2023
Q2 		$24.5K Sell
215
-155
-42% -$18.4K ﹤0.01% 685
2023
Q1 		$49.5K Buy
370
+44
+13% +$6.08K 0.01% 555
2022
Q4 		$44.3K Sell
326
-22
-6% -$2.98K 0.01% 543
2022
Q3 		$50K Buy
348
+1
+0.3% +$171 0.01% 465
2022
Q2 		$58K Buy
+347
New +$63.1K 0.01% 339
2022
Q1 		– Sell
-24
Closed -$5K – 1052
2021
Q4 		$5K Buy
+24
New +$4.43K ﹤0.01% 797
2020
Q1 		– Sell
-17
Closed -$2K – 547
2019
Q4 		$2K Buy
+17
New +$2.32K ﹤0.01% 436

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

Larson Financial Group's CCI Position: Q2 2026 in Review

Larson Financial Group increased its Crown Castle (CCI) stake by 38% in Q2 2026, buying an estimated $10.5K and bringing the position to 440 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Larson Financial Group first reported a position in CCI in Q4 2019 and has held it in 19 quarters since. The position peaked at $241K in Q1 2025. 936 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Larson Financial Group held 440 shares of Crown Castle worth $33.3K as of Q2 2026.
  • Larson Financial Group bought 120 Crown Castle shares in Q2 2026, an estimated $10.5K.
  • Crown Castle made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1726 holding.
  • Larson Financial Group first reported a position in Crown Castle in Q4 2019 and has held it in 19 quarters since.
  • Larson Financial Group's Crown Castle position peaked at $241K in Q1 2025.
  • 936 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

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