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Summit Financial’s Crown Castle CCI Stock Holding History

Summit 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
Q1 		$265K Sell
3,255
-388
-11% -$33.4K ﹤0.01% 1240
2025
Q4 		$324K Sell
3,643
-486
-12% -$44.7K ﹤0.01% 1050
2025
Q3 		$398K Sell
4,129
-727
-15% -$73.6K 0.01% 958
2025
Q2 		$499K Sell
4,856
-139
-3% -$14.1K 0.01% 574
2025
Q1 		$521K Sell
4,995
-894
-15% -$83.5K 0.01% 500
2024
Q4 		$534K Buy
5,889
+730
+14% +$76.3K 0.02% 439
2024
Q3 		$612K Buy
5,159
+486
+10% +$53.5K 0.02% 340
2024
Q2 		$457K Buy
4,673
+2,709
+138% +$267K 0.02% 341
2024
Q1 		$208K Sell
1,964
-1,232
-39% -$134K 0.01% 365
2023
Q4 		$368K Sell
3,196
-1,056
-25% -$108K 0.02% 276
2023
Q3 		$391K Sell
4,252
-7,091
-63% -$735K 0.03% 269
2023
Q2 		$1.29M Buy
+11,343
New +$1.35M 0.09% 126
2022
Q4 		– Sell
-1,617
Closed -$234K – 252
2022
Q3 		$234K Buy
+1,617
New +$277K 0.02% 227

Other funds holding CCI

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Summit Financial's CCI Position: Q1 2026 in Review

Summit Financial reduced its Crown Castle (CCI) stake by 11% in Q1 2026, selling an estimated $33.4K and leaving 3,255 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Summit Financial first reported a position in CCI in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.29M in Q2 2023. 955 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Summit Financial held 3,255 shares of Crown Castle worth $265K as of Q1 2026.
  • Summit Financial sold 388 Crown Castle shares in Q1 2026, an estimated $33.4K.
  • Crown Castle made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1240 holding.
  • Summit Financial first reported a position in Crown Castle in Q3 2022 and has held it in 13 quarters since.
  • Summit Financial's Crown Castle position peaked at $1.29M in Q2 2023.
  • 955 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.