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
2025 Q2	–	Sell	-3	Closed	-$660	–	503
2025 Q1	$660	Buy	+3	New	+$628	﹤0.01%	351

Other funds holding SBAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

GoalVest Advisory's SBAC Position: Q2 2025 in Review

GoalVest Advisory sold out of SBA Communications (SBAC) in Q2 2025, closing a stake of 3 shares — an estimated $660 sold.

GoalVest Advisory first reported a position in SBAC in Q1 2025 and held it in 1 quarter. The position peaked at $660 in Q1 2025. 707 funds tracked by Wall St. Rank hold SBAC as of Q2 2025.

GoalVest Advisory reported no remaining SBA Communications position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 3 SBA Communications shares in Q2 2025, an estimated $660.
GoalVest Advisory first reported a position in SBA Communications in Q1 2025 and held it in 1 quarter.
GoalVest Advisory's SBA Communications position peaked at $660 in Q1 2025.
707 funds tracked by Wall St. Rank held SBA Communications as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.