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Davis Capital Management’s SBA Communications SBAC Stock Holding History

Davis Capital 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 		$529 Buy
3
+1
+50% +$206 ﹤0.01% 604
2026
Q1 		$344 Buy
2
+1
+100% +$187 ﹤0.01% 473
2025
Q4 		$193 Hold
1
– – ﹤0.01% 564
2025
Q3 		$193 Buy
+1
New +$217 ﹤0.01% 579

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

Davis Capital Management's SBAC Position: Q2 2026 in Review

Davis Capital Management increased its SBA Communications (SBAC) stake by 50% in Q2 2026, buying an estimated $206 and bringing the position to 3 shares worth $529. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Davis Capital Management first reported a position in SBAC in Q3 2025 and has held it in 4 quarters since. 682 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • Davis Capital Management held 3 shares of SBA Communications worth $529 as of Q2 2026.
  • Davis Capital Management bought 1 SBA Communications share in Q2 2026, an estimated $206.
  • SBA Communications made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #604 holding.
  • Davis Capital Management first reported a position in SBA Communications in Q3 2025 and has held it in 4 quarters since.
  • 682 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.