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 Q3	$64K	Buy	400 +250	+167%	+$45.3K	0.01%	337
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 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

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $47.2B AUM 26.24% 1-Year Est. Return

Evermay Wealth Management's SBAC Position: Q3 2026 in Review

Evermay Wealth Management increased its SBA Communications (SBAC) stake by 167% in Q3 2026, buying an estimated $45.3K and bringing the position to 400 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #337.

Evermay Wealth Management first reported a position in SBAC in Q4 2023 and has held it in 9 quarters since. 453 funds tracked by Wall St. Rank hold SBAC as of Q3 2026.

Evermay Wealth Management held 400 shares of SBA Communications worth $64K as of Q3 2026.
Evermay Wealth Management bought 250 SBA Communications shares in Q3 2026, an estimated $45.3K.
SBA Communications made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #337 holding.
Evermay Wealth Management first reported a position in SBA Communications in Q4 2023 and has held it in 9 quarters since.
453 funds tracked by Wall St. Rank held SBA Communications as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.