AGF Management’s SBA Communications SBAC Stock Holding History

AGF Management’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
2026 Q1	$3.04M	Buy	17,667 +2,925	+20%	+$548K	0.01%	427
2025 Q4	$2.85M	Sell	14,742 -316	-2%	-$61K	0.01%	435
2025 Q3	$2.91M	Buy	+15,058	New	+$3.26M	0.01%	454
2024 Q4	–	Sell	-6,901	Closed	-$1.66M	–	746
2024 Q3	$1.66M	Sell	6,901 -12,696	-65%	-$2.81M	0.01%	526
2024 Q2	$3.85M	Buy	19,597 +16,291	+493%	+$3.22M	0.02%	275
2024 Q1	$716K	Sell	3,306 -2,850	-46%	-$634K	﹤0.01%	604
2023 Q4	$1.56M	Buy	+6,156	New	+$1.38M	0.01%	521
2023 Q3	–	Sell	-7,435	Closed	-$1.72M	–	768
2023 Q2	$1.72M	Sell	7,435 -44	-0.6%	-$10.5K	0.01%	479
2023 Q1	$1.95M	Sell	7,479 -4,088	-35%	-$1.12M	0.01%	501
2022 Q4	$3.24M	Buy	+11,567	New	+$3.22M	0.02%	414

Other funds holding SBAC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

AGF Management's SBAC Position: Q1 2026 in Review

AGF Management increased its SBA Communications (SBAC) stake by 20% in Q1 2026, buying an estimated $548K and bringing the position to 17,667 shares worth $3.04M. The position accounts for 0.01% of the portfolio, ranked #427.

AGF Management first reported a position in SBAC in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.85M in Q2 2024. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

AGF Management held 17,667 shares of SBA Communications worth $3.04M as of Q1 2026.
AGF Management bought 2,925 SBA Communications shares in Q1 2026, an estimated $548K.
SBA Communications made up 0.01% of AGF Management's portfolio in Q1 2026, its #427 holding.
AGF Management first reported a position in SBA Communications in Q4 2022 and has held it in 10 quarters since.
AGF Management's SBA Communications position peaked at $3.85M in Q2 2024.
665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.