Root Financial Partners
CCI icon

Root Financial Partners’s Crown Castle CCI Stock Holding History

Root Financial Partners’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
Q3 		$56.1K Buy
+842
New +$63.2K ﹤0.01% 1022
2026
Q2 		– Sell
-11
Closed -$894 – 881
2026
Q1 		$894 Sell
11
-303
-96% -$26.1K ﹤0.01% 2653
2025
Q4 		$27.9K Sell
314
-557
-64% -$51.2K ﹤0.01% 992
2025
Q3 		$84K Buy
+871
New +$88.2K 0.01% 497

Other funds holding CCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Root Financial Partners's CCI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Crown Castle (CCI) in Q3 2026: 842 shares worth $56.1K. The stake represents ﹤0.01% of the portfolio and ranks #1022 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CCI as recently as Q1 2026.

Root Financial Partners first reported a position in CCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $84K in Q3 2025. 496 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • Root Financial Partners held 842 shares of Crown Castle worth $56.1K as of Q3 2026.
  • Crown Castle was a new Root Financial Partners position in Q3 2026.
  • Crown Castle made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1022 holding.
  • Root Financial Partners first reported a position in Crown Castle in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Crown Castle position peaked at $84K in Q3 2025.
  • 496 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.