Roxbury Financial’s Crown Castle CCI Stock Holding History

Roxbury 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 Q3	$9.17K	Sell	138 -238	-63%	-$17.9K	0.01%	339
2026 Q2	$28.5K	Buy	376 +4	+1%	+$351	0.02%	238
2026 Q1	$30.3K	Sell	372 -65	-15%	-$5.6K	0.03%	224
2025 Q4	$38.8K	Buy	437 +5	+1%	+$460	0.03%	205
2025 Q3	$41.7K	Buy	432 +4	+0.9%	+$405	0.04%	195
2025 Q2	$44K	Buy	428 +10	+2%	+$1.01K	0.04%	185
2025 Q1	$39.4K	Buy	418 +7	+2%	+$654	0.04%	185
2024 Q4	$43.7K	Buy	+411	New	+$43K	0.04%	173

Other funds holding CCI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Roxbury Financial's CCI Position: Q3 2026 in Review

Roxbury Financial reduced its Crown Castle (CCI) stake by 63% in Q3 2026, selling an estimated $17.9K and leaving 138 shares worth $9.17K. The position accounts for 0.01% of the portfolio, ranked #339.

Roxbury Financial first reported a position in CCI in Q4 2024 and has held it in 8 quarters since. The position peaked at $44K in Q2 2025. 554 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

Roxbury Financial held 138 shares of Crown Castle worth $9.17K as of Q3 2026.
Roxbury Financial sold 238 Crown Castle shares in Q3 2026, an estimated $17.9K.
Crown Castle made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #339 holding.
Roxbury Financial first reported a position in Crown Castle in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's Crown Castle position peaked at $44K in Q2 2025.
554 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.