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Dynasty Wealth Management’s SBA Communications SBAC Stock Holding History

Dynasty 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
Q3 		– Sell
-1,067
Closed -$251K – 348
2025
Q2 		$251K Sell
1,067
-110
-9% -$25.2K ﹤0.01% 221
2025
Q1 		$259K Buy
+1,177
New +$246K ﹤0.01% 238
2024
Q4 		– Sell
-952
Closed -$229K – 265
2024
Q3 		$229K Buy
+952
New +$211K 0.01% 217

Other funds holding SBAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dynasty Wealth Management's SBAC Position: Q3 2025 in Review

Dynasty Wealth Management sold out of SBA Communications (SBAC) in Q3 2025, closing a stake of 1,067 shares — an estimated $251K sold.

Dynasty Wealth Management first reported a position in SBAC in Q3 2024 and held it in 3 quarters. The position peaked at $259K in Q1 2025. 679 funds tracked by Wall St. Rank hold SBAC as of Q3 2025.

  • Dynasty Wealth Management reported no remaining SBA Communications position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 1,067 SBA Communications shares in Q3 2025, an estimated $251K.
  • Dynasty Wealth Management first reported a position in SBA Communications in Q3 2024 and held it in 3 quarters.
  • Dynasty Wealth Management's SBA Communications position peaked at $259K in Q1 2025.
  • 679 funds tracked by Wall St. Rank held SBA Communications as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.