Dougherty Wealth Advisers’s SBA Communications SBAC Stock Holding History

Dougherty Wealth Advisers’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 Q1	$71.4K	Hold	415	–	–	0.05%	72
2025 Q4	$80.3K	Hold	415	–	–	0.05%	70
2025 Q3	$80.2K	Hold	415	–	–	0.05%	66
2025 Q2	$97.5K	Hold	415	–	–	0.06%	62
2025 Q1	$91.3K	Hold	415	–	–	0.07%	60
2024 Q4	$84.6K	Hold	415	–	–	0.07%	63
2024 Q3	$99.9K	Hold	415	–	–	0.08%	58
2024 Q2	$81.5K	Hold	415	–	–	0.07%	63
2024 Q1	$89.9K	Hold	415	–	–	0.08%	61
2023 Q4	$105K	Hold	415	–	–	0.1%	58
2023 Q3	$83.1K	Hold	415	–	–	0.1%	61
2023 Q2	$96.2K	Hold	415	–	–	0.13%	54
2023 Q1	$108K	Hold	415	–	–	0.16%	53
2022 Q4	$116K	Hold	415	–	–	0.19%	53
2022 Q3	$118K	Hold	415	–	–	0.23%	44
2022 Q2	$133K	Hold	415	–	–	0.25%	43
2022 Q1	$143K	Hold	415	–	–	0.22%	47
2021 Q4	$161K	Hold	415	–	–	0.22%	47
2021 Q3	$137K	Hold	415	–	–	0.2%	52
2021 Q2	$132K	Hold	415	–	–	0.19%	60
2021 Q1	$115K	Hold	415	–	–	0.17%	60
2020 Q4	$117K	Hold	415	–	–	0.18%	53
2020 Q3	$132K	Hold	415	–	–	0.46%	43
2020 Q2	$124K	Hold	415	–	–	0.45%	45
2020 Q1	$112K	Hold	415	–	–	0.45%	47
2019 Q4	$100K	Hold	415	–	–	0.31%	67
2019 Q3	$100K	Hold	415	–	–	0.33%	61
2019 Q2	$93K	Hold	415	–	–	0.26%	76
2019 Q1	$83K	Hold	415	–	–	0.28%	69
2018 Q4	$76K	Buy	+415	New	+$67.5K	0.25%	75

Other funds holding SBAC

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dougherty Wealth Advisers's SBAC Position: Q1 2026 in Review

Dougherty Wealth Advisers held its SBA Communications (SBAC) position steady in Q1 2026 at 415 shares worth $71.4K. The position accounts for 0.05% of the portfolio, ranked #72.

Dougherty Wealth Advisers first reported a position in SBAC in Q4 2018 and has held it in 30 quarters since. The position peaked at $161K in Q4 2021. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

Dougherty Wealth Advisers held 415 shares of SBA Communications worth $71.4K as of Q1 2026.
Dougherty Wealth Advisers left its SBA Communications share count unchanged in Q1 2026.
SBA Communications made up 0.05% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #72 holding.
Dougherty Wealth Advisers first reported a position in SBA Communications in Q4 2018 and has held it in 30 quarters since.
Dougherty Wealth Advisers's SBA Communications position peaked at $161K in Q4 2021.
665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.