Integrated Wealth Concepts’s SBA Communications SBAC Stock Holding History

Integrated Wealth Concepts’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	$264K	Buy	+1,534	New	+$287K	﹤0.01%	1933
2025 Q3	–	Sell	-1,702	Closed	-$400K	–	2085
2025 Q2	$400K	Buy	+1,702	New	+$390K	﹤0.01%	1398
2025 Q1	–	Sell	-1,117	Closed	-$228K	–	1822
2024 Q4	$228K	Buy	+1,117	New	+$252K	﹤0.01%	1538
2024 Q1	–	Sell	-1,151	Closed	-$292K	–	1702
2023 Q4	$292K	Sell	1,151 -175	-13%	-$39.3K	﹤0.01%	1283
2023 Q3	$265K	Buy	1,326 +144	+12%	+$32K	﹤0.01%	1287
2023 Q2	$274K	Sell	1,182 -211	-15%	-$50.5K	﹤0.01%	1267
2023 Q1	$364K	Sell	1,393 -186	-12%	-$51.2K	0.01%	976
2022 Q4	$443K	Buy	1,579 +31	+2%	+$8.63K	0.01%	691
2022 Q3	$441K	Sell	1,548 -117	-7%	-$38K	0.01%	629
2022 Q2	$533K	Buy	+1,665	New	+$561K	0.02%	584
2022 Q1	–	Sell	-521	Closed	-$203K	–	1035
2021 Q4	$203K	Buy	+521	New	+$183K	0.01%	936

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

Integrated Wealth Concepts's SBAC Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in SBA Communications (SBAC) in Q1 2026: 1,534 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #1933 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in SBAC as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in SBAC in Q4 2021 and has held it in 11 quarters since. The position peaked at $533K in Q2 2022. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

Integrated Wealth Concepts held 1,534 shares of SBA Communications worth $264K as of Q1 2026.
SBA Communications was a new Integrated Wealth Concepts position in Q1 2026.
SBA Communications made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1933 holding.
Integrated Wealth Concepts first reported a position in SBA Communications in Q4 2021 and has held it in 11 quarters since.
Integrated Wealth Concepts's SBA Communications position peaked at $533K in Q2 2022.
665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.