Dodge & Cox
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Dodge & Cox’s SBA Communications SBAC Stock Holding History

Dodge & Cox’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 		$2.17B Buy
12,323,254
+242,970
+2% +$50.1M 1.14% 34
2026
Q1 		$2.08B Buy
12,080,284
+84,150
+0.7% +$15.8M 1.14% 36
2025
Q4 		$2.32B Buy
11,996,134
+2,328,837
+24% +$450M 1.25% 33
2025
Q3 		$1.87B Buy
9,667,297
+1,058,803
+12% +$229M 1.01% 39
2025
Q2 		$2.02B Buy
8,608,494
+123,230
+1% +$28.2M 1.14% 33
2025
Q1 		$1.87B Buy
8,485,264
+1,139,009
+16% +$238M 1.06% 35
2024
Q4 		$1.5B Buy
7,346,255
+5,722,740
+352% +$1.29B 0.87% 42
2024
Q3 		$391M Buy
+1,623,515
New +$360M 0.22% 87

Other funds holding SBAC

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dodge & Cox's SBAC Position: Q2 2026 in Review

Dodge & Cox increased its SBA Communications (SBAC) stake by 2% in Q2 2026, buying an estimated $50.1M and bringing the position to 12,323,254 shares worth $2.17B. The position accounts for 1.14% of the portfolio, ranked #34.

Dodge & Cox first reported a position in SBAC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.32B in Q4 2025. 681 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • Dodge & Cox held 12,323,254 shares of SBA Communications worth $2.17B as of Q2 2026.
  • Dodge & Cox bought 242,970 SBA Communications shares in Q2 2026, an estimated $50.1M.
  • SBA Communications made up 1.14% of Dodge & Cox's portfolio in Q2 2026, its #34 holding.
  • Dodge & Cox first reported a position in SBA Communications in Q3 2024 and has held it in 8 quarters since.
  • Dodge & Cox's SBA Communications position peaked at $2.32B in Q4 2025.
  • 681 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Dodge & Cox's 13F filing for Q2 2026, filed 13 Aug 2026.