EWA
SBAC icon

EP Wealth Advisors’s SBA Communications SBAC Stock Holding History

EP Wealth Advisors’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 		$349K Sell
1,978
-142
-7% -$29.3K ﹤0.01% 1201
2026
Q1 		$365K Sell
2,120
-262
-11% -$49.1K ﹤0.01% 1059
2025
Q4 		$461K Buy
+2,382
New +$460K ﹤0.01% 920
2025
Q2 		$644K Sell
2,744
-4,451
-62% -$1.02M ﹤0.01% 687
2025
Q1 		$1.58M Buy
7,195
+4,757
+195% +$996K 0.01% 400
2024
Q4 		$497K Buy
2,438
+126
+5% +$28.4K ﹤0.01% 696
2024
Q3 		$557K Buy
+2,312
New +$512K ﹤0.01% 657
2024
Q1 		– Sell
-889
Closed -$226K – 865
2023
Q4 		$226K Sell
889
-326
-27% -$73.2K ﹤0.01% 688
2023
Q3 		$243K Sell
1,215
-8,785
-88% -$1.95M ﹤0.01% 609
2023
Q2 		$238K Buy
10,000
+4,407
+79% +$1.05M ﹤0.01% 615
2023
Q1 		$1.54M Buy
5,593
+4,421
+377% +$1.22M 0.03% 250
2022
Q4 		$329K Buy
+1,172
New +$326K 0.01% 454
2022
Q3 		– Sell
-1,178
Closed -$377K – 573
2022
Q2 		$377K Sell
1,178
-66
-5% -$22.2K 0.01% 433
2022
Q1 		$428K Sell
1,244
-95
-7% -$30.8K 0.01% 411
2021
Q4 		$521K Sell
1,339
-25
-2% -$8.78K 0.01% 346
2021
Q3 		$451K Sell
1,364
-37
-3% -$12.8K 0.01% 348
2021
Q2 		$446K Buy
1,401
+160
+13% +$48K 0.01% 357
2021
Q1 		$344K Buy
1,241
+356
+40% +$94.3K 0.01% 383
2020
Q4 		$250K Buy
885
+21
+2% +$6.17K 0.01% 376
2020
Q3 		$275K Sell
864
-149
-15% -$45.5K 0.01% 301
2020
Q2 		$302K Sell
1,013
-14
-1% -$4.13K 0.01% 305
2020
Q1 		$277K Sell
1,027
-72
-7% -$19K 0.01% 319
2019
Q4 		$265K Buy
1,099
+69
+7% +$16.4K 0.01% 354
2019
Q3 		$248K Buy
1,030
+3
+0.3% +$742 0.01% 309
2019
Q2 		$231K Sell
1,027
-30
-3% -$6.33K 0.01% 275
2019
Q1 		$211K Buy
+1,057
New +$192K 0.02% 227

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

EP Wealth Advisors's SBAC Position: Q2 2026 in Review

EP Wealth Advisors reduced its SBA Communications (SBAC) stake by 6.7% in Q2 2026, selling an estimated $29.3K and leaving 1,978 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

EP Wealth Advisors first reported a position in SBAC in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.58M in Q1 2025. 678 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • EP Wealth Advisors held 1,978 shares of SBA Communications worth $349K as of Q2 2026.
  • EP Wealth Advisors sold 142 SBA Communications shares in Q2 2026, an estimated $29.3K.
  • SBA Communications made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1201 holding.
  • EP Wealth Advisors first reported a position in SBA Communications in Q1 2019 and has held it in 26 quarters since.
  • EP Wealth Advisors's SBA Communications position peaked at $1.58M in Q1 2025.
  • 678 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.