Bogart Wealth LLC’s SBA Communications SBAC Stock Holding History

Bogart Wealth LLC’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	–	Sell	-8	Closed	-$1.55K	–	1889
2025 Q4	$1.55K	Buy	8 +2	+33%	+$386	﹤0.01%	1224
2025 Q3	$1.16K	Buy	6 +1	+20%	+$217	﹤0.01%	1251
2025 Q2	$1.17K	Hold	5	–	–	﹤0.01%	1208
2025 Q1	$1.1K	Sell	5 -4	-44%	-$837	﹤0.01%	1167
2024 Q4	$1.83K	Buy	+9	New	+$2.03K	﹤0.01%	1110
2023 Q2	–	Sell	-8	Closed	-$2.09K	–	1114
2023 Q1	$2.09K	Buy	+8	New	+$2.2K	﹤0.01%	902
2022 Q4	–	Hold	0	–	–	–	1009
2022 Q3	–	Sell	-14	Closed	-$4.54K	–	1149
2022 Q2	$4K	Buy	+14	New	+$4.72K	﹤0.01%	696
2022 Q1	–	Hold	0	–	–	–	858

Other funds holding SBAC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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 $653B AUM 32.41% 1-Year Est. Return

Diamond Hill Capital Management

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