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CLA (CliftonLarsonAllen) Wealth Advisors’s SBA Communications SBAC Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$2.06M Hold
11,697
– – 0.03% 153
2026
Q1 		$2.01M Hold
11,697
– – 0.03% 144
2025
Q4 		$2.26M Buy
11,697
+129
+1% +$24.9K 0.03% 124
2025
Q3 		$2.24M Buy
11,568
+9
+0.1% +$1.95K 0.04% 123
2025
Q2 		$2.71M Hold
11,559
– – 0.05% 110
2025
Q1 		$2.54M Hold
11,559
– – 0.05% 106
2024
Q4 		$2.36M Hold
11,559
– – 0.05% 108
2024
Q3 		$2.78M Hold
11,559
– – 0.06% 93
2024
Q2 		$2.27M Hold
11,559
– – 0.05% 99
2024
Q1 		$2.5M Hold
11,559
– – 0.06% 91
2023
Q4 		$2.93M Sell
11,559
-11
-0.1% -$2.47K 0.07% 82
2023
Q3 		$2.32M Buy
11,570
+3
+0% +$668 0.06% 87
2023
Q2 		$2.68M Hold
11,567
– – 0.08% 80
2023
Q1 		$3.02M Hold
11,567
– – 0.09% 76
2022
Q4 		$3.24M Sell
11,567
-28
-0.2% -$7.79K 0.12% 76
2022
Q3 		$3.3M Buy
11,595
+8
+0.1% +$2.6K 0.41% 27
2022
Q2 		$3.71M Hold
11,587
– – 0.15% 65
2022
Q1 		$3.99M Hold
11,587
– – 0.14% 69
2021
Q4 		$4.51M Sell
11,587
-20
-0.2% -$7.02K 0.16% 64
2021
Q3 		$3.84M Hold
11,607
– – 0.15% 66
2021
Q2 		$3.7M Hold
11,607
– – 0.15% 70
2021
Q1 		$3.22M Hold
11,607
– – 0.15% 70
2020
Q4 		$3.27M Hold
11,607
– – 0.16% 68
2020
Q3 		$3.7M Hold
11,607
– – 0.21% 62
2020
Q2 		$3.46M Buy
+11,607
New +$3.43M 0.21% 60
2019
Q4 		$2.8M Sell
11,626
-2,004
-15% -$475K 0.22% 61
2019
Q3 		$3.29M Buy
+13,630
New +$3.37M 0.29% 52

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SBAC Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors held its SBA Communications (SBAC) position steady in Q2 2026 at 11,697 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #153.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SBAC in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.51M in Q4 2021. 681 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 11,697 shares of SBA Communications worth $2.06M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors left its SBA Communications share count unchanged in Q2 2026.
  • SBA Communications made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SBA Communications in Q3 2019 and has held it in 27 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's SBA Communications position peaked at $4.51M in Q4 2021.
  • 681 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.