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Sunrise Financial Services’s Crown Castle CCI Stock Holding History

Sunrise Financial Services’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 		$1.82K Hold
24
– – ﹤0.01% 415
2026
Q1 		$1.95K Hold
24
– – ﹤0.01% 402
2025
Q4 		$2.13K Buy
+24
New +$2.21K ﹤0.01% 350

Other funds holding CCI

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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

Sunrise Financial Services's CCI Position: Q2 2026 in Review

Sunrise Financial Services held its Crown Castle (CCI) position steady in Q2 2026 at 24 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Sunrise Financial Services first reported a position in CCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.13K in Q4 2025. 933 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Sunrise Financial Services held 24 shares of Crown Castle worth $1.82K as of Q2 2026.
  • Sunrise Financial Services left its Crown Castle share count unchanged in Q2 2026.
  • Crown Castle made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #415 holding.
  • Sunrise Financial Services first reported a position in Crown Castle in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Crown Castle position peaked at $2.13K in Q4 2025.
  • 933 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

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