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Congress Wealth Management’s SBA Communications SBAC Stock Holding History

Congress 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
2025
Q2 		$1.31M Buy
5,574
+503
+10% +$115K 0.01% 641
2025
Q1 		$1.12M Buy
+5,071
New +$1.06M 0.01% 610

Other funds holding SBAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's SBAC Position: Q2 2025 in Review

Congress Wealth Management increased its SBA Communications (SBAC) stake by 9.9% in Q2 2025, buying an estimated $115K and bringing the position to 5,574 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #641.

Congress Wealth Management first reported a position in SBAC in Q1 2025 and has held it in 2 quarters since. 708 funds tracked by Wall St. Rank hold SBAC as of Q2 2025.

  • Congress Wealth Management held 5,574 shares of SBA Communications worth $1.31M as of Q2 2025.
  • Congress Wealth Management bought 503 SBA Communications shares in Q2 2025, an estimated $115K.
  • SBA Communications made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #641 holding.
  • Congress Wealth Management first reported a position in SBA Communications in Q1 2025 and has held it in 2 quarters since.
  • 708 funds tracked by Wall St. Rank held SBA Communications as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.