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Evermay Wealth Management’s SBA Communications SBAC Stock Holding History

Evermay 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
2026
Q2 		$26.5K Sell
150
-120
-44% -$24.7K ﹤0.01% 421
2026
Q1 		$46.5K Hold
270
– – 0.01% 326
2025
Q4 		$52.2K Buy
270
+100
+59% +$19.3K 0.01% 319
2025
Q3 		$32.9K Buy
170
+38
+29% +$8.23K ﹤0.01% 349
2025
Q2 		$31K Hold
132
– – ﹤0.01% 354
2025
Q1 		$29K Hold
132
– – ﹤0.01% 363
2024
Q4 		$26.9K Buy
+132
New +$29.7K ﹤0.01% 361
2024
Q1 		– Sell
-1
Closed -$254 – 711
2023
Q4 		$254 Buy
+1
New +$225 ﹤0.01% 659

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

Evermay Wealth Management's SBAC Position: Q2 2026 in Review

Evermay Wealth Management reduced its SBA Communications (SBAC) stake by 44% in Q2 2026, selling an estimated $24.7K and leaving 150 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Evermay Wealth Management first reported a position in SBAC in Q4 2023 and has held it in 8 quarters since. The position peaked at $52.2K in Q4 2025. 682 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • Evermay Wealth Management held 150 shares of SBA Communications worth $26.5K as of Q2 2026.
  • Evermay Wealth Management sold 120 SBA Communications shares in Q2 2026, an estimated $24.7K.
  • SBA Communications made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #421 holding.
  • Evermay Wealth Management first reported a position in SBA Communications in Q4 2023 and has held it in 8 quarters since.
  • Evermay Wealth Management's SBA Communications position peaked at $52.2K in Q4 2025.
  • 682 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.