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Tompkins Financial’s Crown Castle CCI Stock Holding History

Tompkins 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
Q3 		$5.07K Hold
76
– – ﹤0.01% 511
2026
Q2 		$5.75K Hold
76
– – ﹤0.01% 491
2026
Q1 		$6.18K Sell
76
-14
-16% -$1.21K ﹤0.01% 478
2025
Q4 		$8K Sell
90
-986
-92% -$90.7K ﹤0.01% 465
2025
Q3 		$104K Sell
1,076
-1,000
-48% -$101K 0.01% 246
2025
Q2 		$213K Hold
2,076
– – 0.02% 181
2025
Q1 		$216K Hold
2,076
– – 0.02% 184
2024
Q4 		$188K Hold
2,076
– – 0.02% 190
2024
Q3 		$246K Hold
2,076
– – 0.02% 167
2024
Q2 		$203K Sell
2,076
-10
-0.5% -$985 0.02% 193
2024
Q1 		$221K Buy
2,086
+10
+0.5% +$1.09K 0.03% 186
2023
Q4 		$239K Hold
2,076
– – 0.03% 177
2023
Q3 		$191K Buy
2,076
+2,000
+2,632% +$207K 0.03% 178
2023
Q2 		$8.66K Hold
76
– – ﹤0.01% 484
2023
Q1 		$10.2K Hold
76
– – ﹤0.01% 492
2022
Q4 		$10K Sell
76
-52
-41% -$7.03K ﹤0.01% 479
2022
Q3 		$19K Buy
128
+52
+68% +$8.9K ﹤0.01% 417
2022
Q2 		$13K Hold
76
– – ﹤0.01% 445
2022
Q1 		$14K Buy
+76
New +$13.5K ﹤0.01% 466

Other funds holding CCI

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Tompkins Financial's CCI Position: Q3 2026 in Review

Tompkins Financial held its Crown Castle (CCI) position steady in Q3 2026 at 76 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Tompkins Financial first reported a position in CCI in Q1 2022 and has held it in 19 quarters since. The position peaked at $246K in Q3 2024. 34 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • Tompkins Financial held 76 shares of Crown Castle worth $5.07K as of Q3 2026.
  • Tompkins Financial left its Crown Castle share count unchanged in Q3 2026.
  • Crown Castle made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #511 holding.
  • Tompkins Financial first reported a position in Crown Castle in Q1 2022 and has held it in 19 quarters since.
  • Tompkins Financial's Crown Castle position peaked at $246K in Q3 2024.
  • 34 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.