Concord Wealth Partners’s SBA Communications SBAC Stock Holding History

Concord Wealth Partners’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
2025 Q1	–	Sell	-9	Closed	-$1.83K	–	948
2024 Q4	$1.83K	Sell	9 -50	-85%	-$11.3K	﹤0.01%	720
2024 Q3	$14.2K	Hold	59	–	–	﹤0.01%	515
2024 Q2	$11.6K	Buy	59 +9	+18%	+$1.78K	﹤0.01%	493
2024 Q1	$10.8K	Hold	50	–	–	﹤0.01%	564
2023 Q4	$12.7K	Hold	50	–	–	﹤0.01%	541
2023 Q3	$10K	Hold	50	–	–	﹤0.01%	617
2023 Q2	$11.6K	Buy	+50	New	+$12K	﹤0.01%	584
2023 Q1	–	Sell	-50	Closed	-$14K	–	1183
2022 Q4	$14K	Buy	+50	New	+$13.9K	﹤0.01%	586
2021 Q2	–	Sell	-3	Closed	-$1K	–	1094
2021 Q1	$1K	Buy	+3	New	+$795	﹤0.01%	951

Other funds holding SBAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Concord Wealth Partners's SBAC Position: Q1 2025 in Review

Concord Wealth Partners sold out of SBA Communications (SBAC) in Q1 2025, closing a stake of 9 shares — an estimated $1.83K sold.

Concord Wealth Partners first reported a position in SBAC in Q1 2021 and held it in 9 quarters. The position peaked at $14.2K in Q3 2024. 691 funds tracked by Wall St. Rank hold SBAC as of Q1 2025.

Concord Wealth Partners reported no remaining SBA Communications position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 9 SBA Communications shares in Q1 2025, an estimated $1.83K.
Concord Wealth Partners first reported a position in SBA Communications in Q1 2021 and held it in 9 quarters.
Concord Wealth Partners's SBA Communications position peaked at $14.2K in Q3 2024.
691 funds tracked by Wall St. Rank held SBA Communications as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.