TFC Financial Management’s Crown Castle CCI Stock Holding History

TFC Financial Management’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	$651	Buy	8 +2	+33%	+$172	﹤0.01%	671
2025 Q4	$534	Buy	6 +4	+200%	+$368	﹤0.01%	695
2025 Q3	$193	Sell	2 -22	-92%	-$2.23K	﹤0.01%	803
2025 Q2	$2.47K	Buy	+24	New	+$2.43K	﹤0.01%	488
2025 Q1	–	Sell	-10	Closed	-$908	–	974
2024 Q4	$908	Hold	10	–	–	﹤0.01%	583
2024 Q3	$1.19K	Hold	10	–	–	﹤0.01%	567
2024 Q2	$977	Hold	10	–	–	﹤0.01%	564
2024 Q1	$1.06K	Hold	10	–	–	﹤0.01%	543
2023 Q4	$1.15K	Sell	10 -13	-57%	-$1.33K	﹤0.01%	500
2023 Q3	$2.12K	Buy	23 +13	+130%	+$1.35K	﹤0.01%	457
2023 Q2	$1.14K	Sell	10 -6	-38%	-$714	﹤0.01%	500
2023 Q1	$2.14K	Buy	16 +6	+60%	+$829	﹤0.01%	456
2022 Q4	$1.36K	Hold	10	–	–	﹤0.01%	431
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	449
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	390
2022 Q1	$2K	Sell	10 -96	-91%	-$17.1K	﹤0.01%	406
2021 Q4	$22K	Hold	106	–	–	0.01%	266
2021 Q3	$18K	Buy	106 +96	+960%	+$18.6K	0.01%	277
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	431
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	421
2020 Q4	$2K	Hold	10	–	–	﹤0.01%	418
2020 Q3	$2K	Buy	+10	New	+$1.65K	﹤0.01%	388

Other funds holding CCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TFC Financial Management's CCI Position: Q1 2026 in Review

TFC Financial Management increased its Crown Castle (CCI) stake by 33% in Q1 2026, buying an estimated $172 and bringing the position to 8 shares worth $651. The position accounts for ﹤0.01% of the portfolio, ranked #671.

TFC Financial Management first reported a position in CCI in Q3 2020 and has held it in 22 quarters since. The position peaked at $22K in Q4 2021. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

TFC Financial Management held 8 shares of Crown Castle worth $651 as of Q1 2026.
TFC Financial Management bought 2 Crown Castle shares in Q1 2026, an estimated $172.
Crown Castle made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #671 holding.
TFC Financial Management first reported a position in Crown Castle in Q3 2020 and has held it in 22 quarters since.
TFC Financial Management's Crown Castle position peaked at $22K in Q4 2021.
954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.