JWBC
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John W. Bristol & Co’s SBA Communications SBAC Stock Holding History

John W. Bristol & Co’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
Q2 		$40.3M Sell
228,211
-159,149
-41% -$32.8M 0.6% 47
2026
Q1 		$66.7M Buy
387,360
+71,592
+23% +$13.4M 1.1% 39
2025
Q4 		$61.1M Sell
315,768
-84,973
-21% -$16.4M 0.94% 45
2025
Q3 		$77.5M Sell
400,741
-7,266
-2% -$1.57M 1.22% 38
2025
Q2 		$95.8M Sell
408,007
-1,566
-0.4% -$358K 1.55% 29
2025
Q1 		$90.1M Sell
409,573
-7,370
-2% -$1.54M 1.54% 30
2024
Q4 		$85M Sell
416,943
-12,043
-3% -$2.71M 1.4% 33
2024
Q3 		$103M Sell
428,986
-3,971
-0.9% -$880K 1.65% 28
2024
Q2 		$85M Sell
432,957
-9,845
-2% -$1.95M 1.38% 35
2024
Q1 		$96M Buy
442,802
+1,311
+0.3% +$292K 1.63% 28
2023
Q4 		$112M Sell
441,491
-21,738
-5% -$4.88M 2.06% 19
2023
Q3 		$92.7M Buy
+463,229
New +$103M 1.83% 27

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

John W. Bristol & Co's SBAC Position: Q2 2026 in Review

John W. Bristol & Co reduced its SBA Communications (SBAC) stake by 41% in Q2 2026, selling an estimated $32.8M and leaving 228,211 shares worth $40.3M. The position accounts for 0.6% of the portfolio, ranked #47.

John W. Bristol & Co first reported a position in SBAC in Q3 2023 and has held it in 12 quarters since. The position peaked at $112M in Q4 2023. 681 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • John W. Bristol & Co held 228,211 shares of SBA Communications worth $40.3M as of Q2 2026.
  • John W. Bristol & Co sold 159,149 SBA Communications shares in Q2 2026, an estimated $32.8M.
  • SBA Communications made up 0.6% of John W. Bristol & Co's portfolio in Q2 2026, its #47 holding.
  • John W. Bristol & Co first reported a position in SBA Communications in Q3 2023 and has held it in 12 quarters since.
  • John W. Bristol & Co's SBA Communications position peaked at $112M in Q4 2023.
  • 681 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on John W. Bristol & Co's 13F filing for Q2 2026, filed 13 Aug 2026.