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 Q3	$66.4K	Hold	415	–	–	0.04%	90
2026 Q2	$73.2K	Hold	415	–	–	0.04%	74
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	$100K	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	+$67.6K	0.25%	75

Other funds holding SBAC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dougherty Wealth Advisers's SBAC Position: Q3 2026 in Review

Dougherty Wealth Advisers held its SBA Communications (SBAC) position steady in Q3 2026 at 415 shares worth $66.4K. The position accounts for 0.04% of the portfolio, ranked #90.

Dougherty Wealth Advisers first reported a position in SBAC in Q4 2018 and has held it in 32 quarters since. The position peaked at $161K in Q4 2021. 300 funds tracked by Wall St. Rank hold SBAC as of Q3 2026.

Dougherty Wealth Advisers held 415 shares of SBA Communications worth $66.4K as of Q3 2026.
Dougherty Wealth Advisers left its SBA Communications share count unchanged in Q3 2026.
SBA Communications made up 0.04% of Dougherty Wealth Advisers's portfolio in Q3 2026, its #90 holding.
Dougherty Wealth Advisers first reported a position in SBA Communications in Q4 2018 and has held it in 32 quarters since.
Dougherty Wealth Advisers's SBA Communications position peaked at $161K in Q4 2021.
300 funds tracked by Wall St. Rank held SBA Communications as of Q3 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.