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Stonebridge Financial Group (Pennsylvania)’s Crown Castle CCI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-22
Closed -$2.29K – 335
2025
Q1 		$2.29K Sell
22
-78
-78% -$7.28K ﹤0.01% 775
2024
Q4 		$9.08K Buy
+100
New +$10.5K ﹤0.01% 606

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s CCI Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 22 shares — an estimated $2.29K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in CCI in Q4 2024 and held it in 2 quarters. The position peaked at $9.08K in Q4 2024. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 22 Crown Castle shares in Q2 2025, an estimated $2.29K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Crown Castle in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Crown Castle position peaked at $9.08K in Q4 2024.
  • 1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.