Circle Wealth Management’s SBA Communications SBAC Stock Holding History

Circle Wealth Management’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	$564K	Buy	3,277 +40	+1%	+$7.5K	0.01%	182
2025 Q4	$626K	Sell	3,237 -1,557	-32%	-$301K	0.01%	169
2025 Q3	$927K	Sell	4,794 -2,901	-38%	-$628K	0.02%	125
2025 Q2	$1.81M	Buy	7,695 +1,910	+33%	+$437K	0.04%	85
2025 Q1	$1.27M	Buy	5,785 +2,494	+76%	+$522K	0.03%	101
2024 Q4	$671K	Sell	3,291 -1,704	-34%	-$384K	0.01%	145
2024 Q3	$1.2M	Buy	4,995 +1,429	+40%	+$317K	0.03%	107
2024 Q2	$700K	Sell	3,566 -78	-2%	-$15.4K	0.02%	127
2024 Q1	$790K	Buy	3,644 +234	+7%	+$52K	0.02%	113
2023 Q4	$865K	Buy	3,410 +330	+11%	+$74.1K	0.02%	96
2023 Q3	$617K	Buy	+3,080	New	+$685K	0.02%	118

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

Circle Wealth Management's SBAC Position: Q1 2026 in Review

Circle Wealth Management increased its SBA Communications (SBAC) stake by 1.2% in Q1 2026, buying an estimated $7.5K and bringing the position to 3,277 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #182.

Circle Wealth Management first reported a position in SBAC in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.81M in Q2 2025. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

Circle Wealth Management held 3,277 shares of SBA Communications worth $564K as of Q1 2026.
Circle Wealth Management bought 40 SBA Communications shares in Q1 2026, an estimated $7.5K.
SBA Communications made up 0.01% of Circle Wealth Management's portfolio in Q1 2026, its #182 holding.
Circle Wealth Management first reported a position in SBA Communications in Q3 2023 and has held it in 11 quarters since.
Circle Wealth Management's SBA Communications position peaked at $1.81M in Q2 2025.
665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.