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Kerr Financial Planning’s SBA Communications SBAC Stock Holding History

Kerr Financial Planning’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 		$14.3K Buy
82
+1
+1% +$206 0.02% 324
2026
Q1 		$17.5K Buy
81
+1
+1% +$187 0.01% 296
2025
Q4 		$14.5K Hold
80
– – 0.02% 319
2025
Q3 		$15.6K Buy
+80
New +$17.3K 0.02% 293

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

Kerr Financial Planning's SBAC Position: Q2 2026 in Review

Kerr Financial Planning increased its SBA Communications (SBAC) stake by 1.2% in Q2 2026, buying an estimated $206 and bringing the position to 82 shares worth $14.3K. The position accounts for 0.02% of the portfolio, ranked #324.

Kerr Financial Planning first reported a position in SBAC in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.5K in Q1 2026. 678 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • Kerr Financial Planning held 82 shares of SBA Communications worth $14.3K as of Q2 2026.
  • Kerr Financial Planning bought 1 SBA Communications share in Q2 2026, an estimated $206.
  • SBA Communications made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #324 holding.
  • Kerr Financial Planning first reported a position in SBA Communications in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's SBA Communications position peaked at $17.5K in Q1 2026.
  • 678 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.