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Three Bearings Fiduciary Advisors’s Crown Castle CCI Stock Holding History

Three Bearings Fiduciary Advisors’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 		– Sell
-5
Closed -$435 – 342
2025
Q4 		$435 Buy
+5
New +$460 ﹤0.01% 373

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $344B AUM 42.99% 1-Year Est. Return

Three Bearings Fiduciary Advisors's CCI Position: Q1 2026 in Review

Three Bearings Fiduciary Advisors sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 5 shares — an estimated $435 sold.

Three Bearings Fiduciary Advisors first reported a position in CCI in Q4 2025 and held it in 1 quarter. The position peaked at $435 in Q4 2025. 956 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Three Bearings Fiduciary Advisors reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Three Bearings Fiduciary Advisors sold 5 Crown Castle shares in Q1 2026, an estimated $435.
  • Three Bearings Fiduciary Advisors first reported a position in Crown Castle in Q4 2025 and held it in 1 quarter.
  • Three Bearings Fiduciary Advisors's Crown Castle position peaked at $435 in Q4 2025.
  • 956 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q1 2026, filed 11 Jun 2026.