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 Q2	$343K	Sell	1,944 -1,333	-41%	-$275K	﹤0.01%	220
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 $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Circle Wealth Management's SBAC Position: Q2 2026 in Review

Circle Wealth Management reduced its SBA Communications (SBAC) stake by 41% in Q2 2026, selling an estimated $275K and leaving 1,944 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Circle Wealth Management first reported a position in SBAC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.81M in Q2 2025. 682 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

Circle Wealth Management held 1,944 shares of SBA Communications worth $343K as of Q2 2026.
Circle Wealth Management sold 1,333 SBA Communications shares in Q2 2026, an estimated $275K.
SBA Communications made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #220 holding.
Circle Wealth Management first reported a position in SBA Communications in Q3 2023 and has held it in 12 quarters since.
Circle Wealth Management's SBA Communications position peaked at $1.81M in Q2 2025.
682 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.