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Merit Financial Group’s Crown Castle CCI Stock Holding History

Merit 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 		$979K Buy
12,931
+1,983
+18% +$174K 0.01% 1086
2026
Q1 		$890K Sell
10,948
-1,452
-12% -$125K 0.01% 1041
2025
Q4 		$1.1M Buy
12,400
+3,724
+43% +$343K 0.01% 900
2025
Q3 		$837K Buy
8,676
+42
+0.5% +$4.25K 0.01% 936
2025
Q2 		$887K Buy
8,634
+1,147
+15% +$116K 0.01% 852
2025
Q1 		$780K Buy
7,487
+3,868
+107% +$361K 0.01% 754
2024
Q4 		$328K Buy
+3,619
New +$378K 0.01% 892
2024
Q1 		– Sell
-3,251
Closed -$375K – 871
2023
Q4 		$375K Buy
3,251
+228
+8% +$23.4K 0.01% 558
2023
Q3 		$278K Sell
3,023
-13
-0.4% -$1.35K 0.01% 608
2023
Q2 		$346K Buy
3,036
+1,110
+58% +$132K 0.01% 556
2023
Q1 		$258K Buy
1,926
+2
+0.1% +$276 0.01% 540
2022
Q4 		$261K Buy
+1,924
New +$260K 0.01% 574

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Merit Financial Group increased its Crown Castle (CCI) stake by 18% in Q2 2026, buying an estimated $174K and bringing the position to 12,931 shares worth $979K. The position accounts for 0.01% of the portfolio, ranked #1086.

Merit Financial Group first reported a position in CCI in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.1M in Q4 2025. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Merit Financial Group held 12,931 shares of Crown Castle worth $979K as of Q2 2026.
  • Merit Financial Group bought 1,983 Crown Castle shares in Q2 2026, an estimated $174K.
  • Crown Castle made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1086 holding.
  • Merit Financial Group first reported a position in Crown Castle in Q4 2022 and has held it in 12 quarters since.
  • Merit Financial Group's Crown Castle position peaked at $1.1M in Q4 2025.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.