PCS
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Personal CFO Solutions’s Crown Castle CCI Stock Holding History

Personal CFO Solutions’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
Q1 		$228K Buy
+2,801
New +$241K 0.03% 465
2025
Q2 		– Sell
-2,039
Closed -$212K – 488
2025
Q1 		$212K Buy
+2,039
New +$190K 0.04% 413
2024
Q2 		– Sell
-2,833
Closed -$300K – 541
2024
Q1 		$300K Buy
2,833
+27
+1% +$2.94K 0.05% 397
2023
Q4 		$323K Sell
2,806
-267
-9% -$27.3K 0.06% 357
2023
Q3 		$283K Buy
3,073
+155
+5% +$16.1K 0.06% 337
2023
Q2 		$332K Buy
2,918
+63
+2% +$7.5K 0.07% 307
2023
Q1 		$382K Sell
2,855
-49
-2% -$6.77K 0.08% 254
2022
Q4 		$394K Buy
2,904
+339
+13% +$45.8K 0.08% 230
2022
Q3 		$371K Buy
2,565
+189
+8% +$32.3K 0.09% 210
2022
Q2 		$400K Buy
2,376
+198
+9% +$36K 0.09% 197
2022
Q1 		$402K Sell
2,178
-47
-2% -$8.37K 0.08% 242
2021
Q4 		$464K Buy
2,225
+192
+9% +$35.5K 0.09% 210
2021
Q3 		$352K Buy
2,033
+78
+4% +$15.1K 0.07% 250
2021
Q2 		$381K Buy
1,955
+18
+0.9% +$3.37K 0.08% 228
2021
Q1 		$333K Buy
+1,937
New +$310K 0.07% 231
2020
Q3 		– Sell
-2,555
Closed -$428K – 169
2020
Q2 		$428K Buy
2,555
+552
+28% +$88.9K 0.13% 152
2020
Q1 		$289K Sell
2,003
-111
-5% -$16.6K 0.1% 177
2019
Q4 		$300K Sell
2,114
-63
-3% -$8.59K 0.09% 206
2019
Q3 		$303K Buy
+2,177
New +$301K 0.12% 197

Other funds holding CCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Personal CFO Solutions's CCI Position: Q1 2026 in Review

Personal CFO Solutions opened a new position in Crown Castle (CCI) in Q1 2026: 2,801 shares worth $228K. The stake represents 0.03% of the portfolio and ranks #465 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in CCI as recently as Q1 2025.

Personal CFO Solutions first reported a position in CCI in Q3 2019 and has held it in 19 quarters since. The position peaked at $464K in Q4 2021. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Personal CFO Solutions held 2,801 shares of Crown Castle worth $228K as of Q1 2026.
  • Crown Castle was a new Personal CFO Solutions position in Q1 2026.
  • Crown Castle made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #465 holding.
  • Personal CFO Solutions first reported a position in Crown Castle in Q3 2019 and has held it in 19 quarters since.
  • Personal CFO Solutions's Crown Castle position peaked at $464K in Q4 2021.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.