Legacy Bridge’s Crown Castle CCI Stock Holding History

Legacy Bridge’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	$2.65K	Hold	35	–	–	﹤0.01%	307
2026 Q1	$2.85K	Hold	35	–	–	﹤0.01%	304
2025 Q4	$3.11K	Hold	35	–	–	﹤0.01%	391
2025 Q3	$3.38K	Hold	35	–	–	﹤0.01%	281
2025 Q2	$3.6K	Hold	35	–	–	﹤0.01%	272
2025 Q1	$3.65K	Hold	35	–	–	﹤0.01%	264
2024 Q4	$3.18K	Hold	35	–	–	﹤0.01%	282
2024 Q3	$4.15K	Hold	35	–	–	﹤0.01%	276
2024 Q2	$3.42K	Sell	35 -4,605	-99%	-$454K	﹤0.01%	273
2024 Q1	$491K	Sell	4,640 -50	-1%	-$5.44K	0.29%	99
2023 Q4	$540K	Sell	4,690 -420	-8%	-$43K	0.35%	92
2023 Q3	$470K	Hold	5,110	–	–	0.34%	100
2023 Q2	$582K	Hold	5,110	–	–	0.39%	92
2023 Q1	$684K	Hold	5,110	–	–	0.48%	87
2022 Q4	$693K	Sell	5,110 -3,605	-41%	-$487K	0.49%	82
2022 Q3	$1.26M	Hold	8,715	–	–	1.01%	25
2022 Q2	$1.47M	Hold	8,715	–	–	1.08%	14
2022 Q1	$1.61M	Sell	8,715 -120	-1%	-$21.4K	0.94%	25
2021 Q4	$1.84M	Hold	8,835	–	–	0.96%	24
2021 Q3	$1.53M	Hold	8,835	–	–	0.88%	31
2021 Q2	$1.72M	Buy	+8,835	New	+$1.65M	0.98%	24

Other funds holding CCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legacy Bridge's CCI Position: Q2 2026 in Review

Legacy Bridge held its Crown Castle (CCI) position steady in Q2 2026 at 35 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Legacy Bridge first reported a position in CCI in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.84M in Q4 2021. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

Legacy Bridge held 35 shares of Crown Castle worth $2.65K as of Q2 2026.
Legacy Bridge left its Crown Castle share count unchanged in Q2 2026.
Crown Castle made up ﹤0.01% of Legacy Bridge's portfolio in Q2 2026, its #307 holding.
Legacy Bridge first reported a position in Crown Castle in Q2 2021 and has held it in 21 quarters since.
Legacy Bridge's Crown Castle position peaked at $1.84M in Q4 2021.
935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.