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GoalVest Advisory’s SBA Communications SBAC Stock Holding History

GoalVest Advisory’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 		$4.8K Buy
+30
New +$5.44K ﹤0.01% 566
2025
Q2 		– Sell
-3
Closed -$660 – 503
2025
Q1 		$660 Buy
+3
New +$628 ﹤0.01% 351

Other funds holding SBAC

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

GoalVest Advisory's SBAC Position: Q3 2026 in Review

GoalVest Advisory opened a new position in SBA Communications (SBAC) in Q3 2026: 30 shares worth $4.8K. The stake represents ﹤0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in SBAC as recently as Q1 2025.

GoalVest Advisory first reported a position in SBAC in Q1 2025 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold SBAC as of Q3 2026.

  • GoalVest Advisory held 30 shares of SBA Communications worth $4.8K as of Q3 2026.
  • SBA Communications was a new GoalVest Advisory position in Q3 2026.
  • SBA Communications made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #566 holding.
  • GoalVest Advisory first reported a position in SBA Communications in Q1 2025 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held SBA Communications as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.