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Park Square Financial Group’s Crown Castle CCI Stock Holding History

Park Square 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
2025
Q3 		– Sell
-32
Closed -$3.29K – 369
2025
Q2 		$3.29K Sell
32
-16
-33% -$1.62K ﹤0.01% 803
2025
Q1 		$5K Hold
48
– – ﹤0.01% 744
2024
Q4 		$4.36K Buy
+48
New +$5.02K ﹤0.01% 727

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

Park Square Financial Group's CCI Position: Q3 2025 in Review

Park Square Financial Group sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 32 shares — an estimated $3.29K sold.

Park Square Financial Group first reported a position in CCI in Q4 2024 and held it in 3 quarters. The position peaked at $5K in Q1 2025. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Park Square Financial Group reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 32 Crown Castle shares in Q3 2025, an estimated $3.29K.
  • Park Square Financial Group first reported a position in Crown Castle in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Crown Castle position peaked at $5K in Q1 2025.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.