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Center for Financial Planning’s SBA Communications SBAC Stock Holding History

Center for 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
2026
Q2 		– Sell
-257
Closed -$44.2K – 682
2026
Q1 		$44.2K Hold
257
– – ﹤0.01% 321
2025
Q4 		$49.7K Hold
257
– – 0.01% 296
2025
Q3 		$49.7K Buy
+257
New +$55.6K 0.01% 303

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Deutsche Bank
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Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Center for Financial Planning's SBAC Position: Q2 2026 in Review

Center for Financial Planning sold out of SBA Communications (SBAC) in Q2 2026, closing a stake of 257 shares — an estimated $44.2K sold.

Center for Financial Planning first reported a position in SBAC in Q3 2025 and held it in 3 quarters. The position peaked at $49.7K in Q4 2025. 310 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • Center for Financial Planning reported no remaining SBA Communications position as of Q2 2026 after selling out during the quarter.
  • Center for Financial Planning sold 257 SBA Communications shares in Q2 2026, an estimated $44.2K.
  • Center for Financial Planning first reported a position in SBA Communications in Q3 2025 and held it in 3 quarters.
  • Center for Financial Planning's SBA Communications position peaked at $49.7K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.