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Briaud Financial Planning’s SBA Communications SBAC Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-19
Closed -$4K – 277
2025
Q2 		$4K Buy
+19
New +$4.35K ﹤0.01% 301

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Briaud Financial Planning's SBAC Position: Q3 2025 in Review

Briaud Financial Planning sold out of SBA Communications (SBAC) in Q3 2025, closing a stake of 19 shares — an estimated $4K sold.

Briaud Financial Planning first reported a position in SBAC in Q2 2025 and held it in 1 quarter. The position peaked at $4K in Q2 2025. 679 funds tracked by Wall St. Rank hold SBAC as of Q3 2025.

  • Briaud Financial Planning reported no remaining SBA Communications position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 19 SBA Communications shares in Q3 2025, an estimated $4K.
  • Briaud Financial Planning first reported a position in SBA Communications in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's SBA Communications position peaked at $4K in Q2 2025.
  • 679 funds tracked by Wall St. Rank held SBA Communications as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.