Frank Rimerman Advisors’s SBA Communications SBAC Stock Holding History

Frank Rimerman 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	$287K	Sell	1,667 -227	-12%	-$42.5K	0.02%	510
2025 Q4	$366K	Buy	1,894 +3	+0.2%	+$580	0.02%	455
2025 Q3	$366K	Sell	1,891 -146	-7%	-$31.6K	0.02%	433
2025 Q2	$478K	Sell	2,037 -269	-12%	-$61.6K	0.03%	356
2025 Q1	$507K	Sell	2,306 -55	-2%	-$11.5K	0.04%	307
2024 Q4	$481K	Buy	2,361 +197	+9%	+$44.4K	0.03%	318
2024 Q3	$521K	Buy	2,164 +118	+6%	+$26.2K	0.04%	323
2024 Q2	$402K	Buy	2,046 +2,042	+51,050%	+$404K	0.03%	386
2024 Q1	$867	Hold	4	–	–	﹤0.01%	320
2023 Q4	$1.01K	Buy	+4	New	+$898	﹤0.01%	295

Other funds holding SBAC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Frank Rimerman Advisors's SBAC Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its SBA Communications (SBAC) stake by 12% in Q1 2026, selling an estimated $42.5K and leaving 1,667 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #510.

Frank Rimerman Advisors first reported a position in SBAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $521K in Q3 2024. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

Frank Rimerman Advisors held 1,667 shares of SBA Communications worth $287K as of Q1 2026.
Frank Rimerman Advisors sold 227 SBA Communications shares in Q1 2026, an estimated $42.5K.
SBA Communications made up 0.02% of Frank Rimerman Advisors's portfolio in Q1 2026, its #510 holding.
Frank Rimerman Advisors first reported a position in SBA Communications in Q4 2023 and has held it in 10 quarters since.
Frank Rimerman Advisors's SBA Communications position peaked at $521K in Q3 2024.
665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.