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EverSource Wealth Advisors’s SBA Communications SBAC Stock Holding History

EverSource 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
Q1 		$125K Buy
728
+126
+21% +$23.6K ﹤0.01% 1296
2025
Q4 		$116K Sell
602
-69
-10% -$13.3K ﹤0.01% 1237
2025
Q3 		$130K Sell
671
-430
-39% -$93.1K 0.01% 1134
2025
Q2 		$258K Buy
1,101
+627
+132% +$144K 0.01% 744
2025
Q1 		$104K Sell
474
-619
-57% -$130K 0.01% 893
2024
Q4 		$223K Buy
1,093
+1,002
+1,101% +$226K 0.01% 616
2024
Q3 		$21.9K Buy
91
+40
+78% +$8.87K ﹤0.01% 1441
2024
Q2 		$11.2K Sell
51
-11
-18% -$2.18K ﹤0.01% 1794
2024
Q1 		$11.5K Sell
62
-33
-35% -$7.34K ﹤0.01% 1616
2023
Q4 		$24.1K Buy
95
+29
+44% +$6.51K ﹤0.01% 1156
2023
Q3 		$13.2K Buy
66
+9
+16% +$2K ﹤0.01% 1300
2023
Q2 		$13.2K Sell
57
-18
-24% -$4.31K ﹤0.01% 1320
2023
Q1 		$19.6K Sell
75
-6
-7% -$1.65K ﹤0.01% 1088
2022
Q4 		$22.7K Sell
81
-10
-11% -$2.78K ﹤0.01% 1025
2022
Q3 		$26K Buy
91
+38
+72% +$12.3K 0.01% 823
2022
Q2 		$17K Buy
53
+1
+2% +$337 ﹤0.01% 878
2022
Q1 		$18K Buy
52
+19
+58% +$6.16K ﹤0.01% 746
2021
Q4 		$13K Buy
+33
New +$11.6K ﹤0.01% 864

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

EverSource Wealth Advisors's SBAC Position: Q1 2026 in Review

EverSource Wealth Advisors increased its SBA Communications (SBAC) stake by 21% in Q1 2026, buying an estimated $23.6K and bringing the position to 728 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

EverSource Wealth Advisors first reported a position in SBAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $258K in Q2 2025. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • EverSource Wealth Advisors held 728 shares of SBA Communications worth $125K as of Q1 2026.
  • EverSource Wealth Advisors bought 126 SBA Communications shares in Q1 2026, an estimated $23.6K.
  • SBA Communications made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1296 holding.
  • EverSource Wealth Advisors first reported a position in SBA Communications in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's SBA Communications position peaked at $258K in Q2 2025.
  • 665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.