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Advisor OS’s SBA Communications SBAC Stock Holding History

Advisor OS’s Portfolio SBAC Stock Details SBAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,176
Closed -$240K – 452
2024
Q4 		$240K Sell
1,176
-10,048
-90% -$2.26M 0.03% 366
2024
Q3 		$2.7M Sell
11,224
-1,237
-10% -$274K 0.27% 67
2024
Q2 		$2.45M Buy
12,461
+364
+3% +$72K 0.27% 67
2024
Q1 		$2.62M Buy
12,097
+8,512
+237% +$1.89M 0.3% 61
2023
Q4 		$909K Buy
+3,585
New +$805K 0.12% 154

Other funds holding SBAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Advisor OS's SBAC Position: Q1 2025 in Review

Advisor OS sold out of SBA Communications (SBAC) in Q1 2025, closing a stake of 1,176 shares — an estimated $240K sold.

Advisor OS first reported a position in SBAC in Q4 2023 and held it in 5 quarters. The position peaked at $2.7M in Q3 2024. 691 funds tracked by Wall St. Rank hold SBAC as of Q1 2025.

  • Advisor OS reported no remaining SBA Communications position as of Q1 2025 after selling out during the quarter.
  • Advisor OS sold 1,176 SBA Communications shares in Q1 2025, an estimated $240K.
  • Advisor OS first reported a position in SBA Communications in Q4 2023 and held it in 5 quarters.
  • Advisor OS's SBA Communications position peaked at $2.7M in Q3 2024.
  • 691 funds tracked by Wall St. Rank held SBA Communications as of Q1 2025.

Based on Advisor OS's 13F filing for Q1 2025, filed 6 May 2025.