Baker Avenue Asset Management’s SBA Communications SBAC Stock Holding History

Baker Avenue Asset 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 Q2	$369K	Buy	2,089 +696	+50%	+$144K	0.01%	614
2026 Q1	$240K	Sell	1,393 -850	-38%	-$159K	0.01%	676
2025 Q4	$434K	Buy	2,243 +1,037	+86%	+$200K	0.01%	412
2025 Q3	$233K	Sell	1,206 -19	-2%	-$4.11K	0.01%	549
2025 Q2	$288K	Buy	1,225 +86	+8%	+$19.7K	0.01%	399
2025 Q1	$251K	Buy	+1,139	New	+$238K	0.01%	390
2023 Q4	–	Sell	-64	Closed	-$12.8K	–	1279
2023 Q3	$12.8K	Buy	64 +31	+94%	+$6.9K	﹤0.01%	729
2023 Q2	$7.65K	Buy	33 +9	+38%	+$2.15K	﹤0.01%	786
2023 Q1	$6.27K	Buy	24 +2	+9%	+$550	﹤0.01%	839
2022 Q4	$6.17K	Buy	+22	New	+$6.12K	﹤0.01%	780
2022 Q3	–	Sell	-810	Closed	-$259K	–	369
2022 Q2	$259K	Buy	810 +5	+0.6%	+$1.69K	0.02%	277
2022 Q1	$277K	Buy	805 +5	+0.6%	+$1.62K	0.01%	273
2021 Q4	$311K	Buy	+800	New	+$281K	0.02%	262
2014 Q1	–	Sell	-3,000	Closed	-$270K	–	250
2013 Q4	$270K	Buy	+3,000	New	+$258K	0.05%	187

Other funds holding SBAC

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Baker Avenue Asset Management's SBAC Position: Q2 2026 in Review

Baker Avenue Asset Management increased its SBA Communications (SBAC) stake by 50% in Q2 2026, buying an estimated $144K and bringing the position to 2,089 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #614.

Baker Avenue Asset Management first reported a position in SBAC in Q4 2013 and has held it in 14 quarters since. The position peaked at $434K in Q4 2025. 678 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

Baker Avenue Asset Management held 2,089 shares of SBA Communications worth $369K as of Q2 2026.
Baker Avenue Asset Management bought 696 SBA Communications shares in Q2 2026, an estimated $144K.
SBA Communications made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #614 holding.
Baker Avenue Asset Management first reported a position in SBA Communications in Q4 2013 and has held it in 14 quarters since.
Baker Avenue Asset Management's SBA Communications position peaked at $434K in Q4 2025.
678 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.