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Newbridge Financial Services Group’s Crown Castle CCI Stock Holding History

Newbridge Financial Services 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
2025
Q3 		– Sell
-23
Closed -$2.36K – 1305
2025
Q2 		$2.36K Hold
23
– – ﹤0.01% 1125
2025
Q1 		$2.37K Sell
23
-170
-88% -$15.9K ﹤0.01% 872
2024
Q4 		$17.5K Buy
193
+151
+360% +$15.8K ﹤0.01% 628
2024
Q3 		$4.98K Sell
42
-23
-35% -$2.53K ﹤0.01% 508
2024
Q2 		$6.35K Sell
65
-340
-84% -$33.5K ﹤0.01% 790
2024
Q1 		$42.9K Hold
405
– – 0.02% 426
2023
Q4 		$46.7K Buy
405
+161
+66% +$16.5K 0.02% 404
2023
Q3 		$22.4K Buy
244
+2
+0.8% +$207 0.01% 617
2023
Q2 		$27.6K Sell
242
-182
-43% -$21.7K 0.01% 600
2023
Q1 		$56.8K Buy
424
+8
+2% +$1.11K 0.03% 434
2022
Q4 		$56.4K Buy
416
+101
+32% +$13.7K 0.03% 430
2022
Q3 		$45K Buy
315
+17
+6% +$2.91K 0.03% 474
2022
Q2 		$50K Buy
298
+1
+0.3% +$182 0.03% 403
2022
Q1 		$55K Buy
297
+1
+0.3% +$178 0.03% 453
2021
Q4 		$62K Buy
296
+39
+15% +$7.2K 0.03% 405
2021
Q3 		$45K Sell
257
-114
-31% -$22K 0.03% 440
2021
Q2 		$72K Buy
371
+225
+154% +$42.1K 0.04% 342
2021
Q1 		$25K Buy
146
+81
+125% +$13K 0.02% 624
2020
Q4 		$10K Hold
65
– – 0.01% 718
2020
Q3 		$11K Buy
+65
New +$10.7K 0.01% 644

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Newbridge Financial Services Group's CCI Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 23 shares — an estimated $2.36K sold.

Newbridge Financial Services Group first reported a position in CCI in Q3 2020 and held it in 20 quarters. The position peaked at $72K in Q2 2021. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Newbridge Financial Services Group reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 23 Crown Castle shares in Q3 2025, an estimated $2.36K.
  • Newbridge Financial Services Group first reported a position in Crown Castle in Q3 2020 and held it in 20 quarters.
  • Newbridge Financial Services Group's Crown Castle position peaked at $72K in Q2 2021.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.