PlanVest Financial’s Crown Castle CCI Stock Holding History

PlanVest Financial’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	$833	Hold	11	–	–	﹤0.01%	550
2026 Q1	$894	Buy	+11	New	+$947	﹤0.01%	523

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

PlanVest Financial's CCI Position: Q2 2026 in Review

PlanVest Financial held its Crown Castle (CCI) position steady in Q2 2026 at 11 shares worth $833. The position accounts for ﹤0.01% of the portfolio, ranked #550.

PlanVest Financial first reported a position in CCI in Q1 2026 and has held it in 2 quarters since. The position peaked at $894 in Q1 2026. 875 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

PlanVest Financial held 11 shares of Crown Castle worth $833 as of Q2 2026.
PlanVest Financial left its Crown Castle share count unchanged in Q2 2026.
Crown Castle made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #550 holding.
PlanVest Financial first reported a position in Crown Castle in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's Crown Castle position peaked at $894 in Q1 2026.
875 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.