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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 – 1888
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 – 1112
2023
Q1 		$2.09K Buy
+8
New +$2.2K ﹤0.01% 902
2022
Q4 		– Hold
0
– – – 1009
2022
Q3 		– Sell
-14
Closed -$4.54K – 1111
2022
Q2 		$4K Buy
+14
New +$4.72K ﹤0.01% 696

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Bogart Wealth LLC's SBAC Position: Q1 2026 in Review

Bogart Wealth LLC sold out of SBA Communications (SBAC) in Q1 2026, closing a stake of 8 shares — an estimated $1.55K sold.

Bogart Wealth LLC first reported a position in SBAC in Q2 2022 and held it in 7 quarters. The position peaked at $4K in Q2 2022. 668 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Bogart Wealth LLC reported no remaining SBA Communications position as of Q1 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 8 SBA Communications shares in Q1 2026, an estimated $1.55K.
  • Bogart Wealth LLC first reported a position in SBA Communications in Q2 2022 and held it in 7 quarters.
  • Bogart Wealth LLC's SBA Communications position peaked at $4K in Q2 2022.
  • 668 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.