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Richardson Financial Services’s Crown Castle CCI Stock Holding History

Richardson Financial Services’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
Q4 		– Sell
-5
Closed -$482 – 605
2025
Q3 		$482 Buy
+5
New +$506 ﹤0.01% 499
2024
Q4 		– Sell
-230
Closed -$22.5K – 617
2024
Q3 		$22.5K Hold
230
– – 0.01% 331
2024
Q2 		$22.5K Hold
230
– – 0.02% 311
2024
Q1 		$24.3K Sell
230
-30
-12% -$3.26K 0.02% 320
2023
Q4 		$29.9K Buy
+260
New +$26.6K 0.03% 250

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 $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Richardson Financial Services's CCI Position: Q4 2025 in Review

Richardson Financial Services sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 5 shares — an estimated $482 sold.

Richardson Financial Services first reported a position in CCI in Q4 2023 and held it in 5 quarters. The position peaked at $29.9K in Q4 2023. 1,028 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Richardson Financial Services reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Richardson Financial Services sold 5 Crown Castle shares in Q4 2025, an estimated $482.
  • Richardson Financial Services first reported a position in Crown Castle in Q4 2023 and held it in 5 quarters.
  • Richardson Financial Services's Crown Castle position peaked at $29.9K in Q4 2023.
  • 1,028 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Richardson Financial Services's 13F filing for Q4 2025, filed 22 Jan 2026.