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 Q2	$28.5K	Buy	376 +4	+1%	+$351	0.02%	238
2026 Q1	$30.3K	Sell	372 -65	-15%	-$5.59K	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

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Roxbury Financial's CCI Position: Q2 2026 in Review

Roxbury Financial increased its Crown Castle (CCI) stake by 1.1% in Q2 2026, buying an estimated $351 and bringing the position to 376 shares worth $28.5K. The position accounts for 0.02% of the portfolio, ranked #238.

Roxbury Financial first reported a position in CCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $44K in Q2 2025. 226 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

Roxbury Financial held 376 shares of Crown Castle worth $28.5K as of Q2 2026.
Roxbury Financial bought 4 Crown Castle shares in Q2 2026, an estimated $351.
Crown Castle made up 0.02% of Roxbury Financial's portfolio in Q2 2026, its #238 holding.
Roxbury Financial first reported a position in Crown Castle in Q4 2024 and has held it in 7 quarters since.
Roxbury Financial's Crown Castle position peaked at $44K in Q2 2025.
226 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.