SF
CCI icon

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
Q2 		– Sell
-3,255
Closed -$265K – 1583
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 $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Financial's CCI Position: Q2 2026 in Review

Summit Financial sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 3,255 shares — an estimated $265K sold.

Summit Financial first reported a position in CCI in Q3 2022 and held it in 13 quarters. The position peaked at $1.29M in Q2 2023. 936 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Summit Financial reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 3,255 Crown Castle shares in Q2 2026, an estimated $265K.
  • Summit Financial first reported a position in Crown Castle in Q3 2022 and held it in 13 quarters.
  • Summit Financial's Crown Castle position peaked at $1.29M in Q2 2023.
  • 936 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.