Caldwell Trust’s SBA Communications SBAC Stock Holding History

Caldwell Trust’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	$11.7K	Hold	68	–	–	﹤0.01%	649
2025 Q4	$13.2K	Hold	68	–	–	﹤0.01%	626
2025 Q3	$13.1K	Hold	68	–	–	﹤0.01%	618
2025 Q2	$16K	Hold	68	–	–	﹤0.01%	586
2025 Q1	$15K	Hold	68	–	–	﹤0.01%	592
2024 Q4	$13.9K	Hold	68	–	–	﹤0.01%	581
2024 Q3	$16.4K	Hold	68	–	–	﹤0.01%	574
2024 Q2	$13.3K	Hold	68	–	–	﹤0.01%	587
2024 Q1	$14.7K	Hold	68	–	–	﹤0.01%	587
2023 Q4	$17.3K	Hold	68	–	–	﹤0.01%	562
2023 Q3	$13.6K	Hold	68	–	–	﹤0.01%	588
2023 Q2	$15.8K	Hold	68	–	–	﹤0.01%	588
2023 Q1	$17.8K	Hold	68	–	–	﹤0.01%	562
2022 Q4	$19.1K	Hold	68	–	–	﹤0.01%	545
2022 Q3	$19.4K	Hold	68	–	–	﹤0.01%	538
2022 Q2	$21.8K	Hold	68	–	–	﹤0.01%	535
2022 Q1	$23.4K	Hold	68	–	–	﹤0.01%	550
2021 Q4	$26.5K	Hold	68	–	–	﹤0.01%	537
2021 Q3	$22.5K	Hold	68	–	–	﹤0.01%	547
2021 Q2	$21.7K	Hold	68	–	–	﹤0.01%	559
2021 Q1	$18.9K	Hold	68	–	–	﹤0.01%	563
2020 Q4	$19.2K	Hold	68	–	–	﹤0.01%	547
2020 Q3	$21.7K	Hold	68	–	–	﹤0.01%	520
2020 Q2	$20.3K	Hold	68	–	–	﹤0.01%	544
2020 Q1	$18.4K	Hold	68	–	–	﹤0.01%	562
2019 Q4	$16.4K	Buy	+68	New	+$16.1K	﹤0.01%	616

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

Caldwell Trust's SBAC Position: Q1 2026 in Review

Caldwell Trust held its SBA Communications (SBAC) position steady in Q1 2026 at 68 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Caldwell Trust first reported a position in SBAC in Q4 2019 and has held it in 26 quarters since. The position peaked at $26.5K in Q4 2021. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

Caldwell Trust held 68 shares of SBA Communications worth $11.7K as of Q1 2026.
Caldwell Trust left its SBA Communications share count unchanged in Q1 2026.
SBA Communications made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #649 holding.
Caldwell Trust first reported a position in SBA Communications in Q4 2019 and has held it in 26 quarters since.
Caldwell Trust's SBA Communications position peaked at $26.5K in Q4 2021.
665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.