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Legacy Wealth Asset Management’s SBA Communications SBAC Stock Holding History

Legacy Wealth Asset Management’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
Q3 		– Sell
-8,786
Closed -$2.06M – 376
2025
Q2 		$2.06M Sell
8,786
-2
-0% -$458 0.52% 45
2025
Q1 		$1.93M Buy
8,788
+313
+4% +$65.5K 0.53% 39
2024
Q4 		$1.73M Sell
8,475
-785
-8% -$177K 0.47% 50
2024
Q3 		$2.23M Sell
9,260
-75
-0.8% -$16.6K 0.6% 37
2024
Q2 		$1.83M Buy
9,335
+3,397
+57% +$672K 0.52% 49
2024
Q1 		$1.29M Buy
5,938
+268
+5% +$59.6K 0.36% 71
2023
Q4 		$1.44M Buy
5,670
+576
+11% +$129K 0.47% 59
2023
Q3 		$1.02M Buy
5,094
+149
+3% +$33.2K 0.37% 85
2023
Q2 		$1.15M Buy
4,945
+81
+2% +$19.4K 0.4% 68
2023
Q1 		$1.27M Buy
4,864
+59
+1% +$16.2K 0.46% 58
2022
Q4 		$1.35M Buy
4,805
+32
+0.7% +$8.91K 0.51% 51
2022
Q3 		$1.36M Buy
4,773
+390
+9% +$127K 0.59% 38
2022
Q2 		$1.4M Sell
4,383
-17
-0.4% -$5.73K 0.57% 33
2022
Q1 		$1.51M Buy
4,400
+116
+3% +$37.6K 0.54% 40
2021
Q4 		$1.67M Buy
4,284
+663
+18% +$233K 0.56% 23
2021
Q3 		$1.2M Sell
3,621
-2
-0.1% -$692 0.55% 37
2021
Q2 		$1.16M Buy
3,623
+117
+3% +$35.1K 0.51% 42
2021
Q1 		$973K Buy
3,506
+149
+4% +$39.5K 0.45% 58
2020
Q4 		$947K Buy
+3,357
New +$985K 0.48% 47

Other funds holding SBAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Wealth Asset Management's SBAC Position: Q3 2025 in Review

Legacy Wealth Asset Management sold out of SBA Communications (SBAC) in Q3 2025, closing a stake of 8,786 shares — an estimated $2.06M sold.

Legacy Wealth Asset Management first reported a position in SBAC in Q4 2020 and held it in 19 quarters. The position peaked at $2.23M in Q3 2024. 679 funds tracked by Wall St. Rank hold SBAC as of Q3 2025.

  • Legacy Wealth Asset Management reported no remaining SBA Communications position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 8,786 SBA Communications shares in Q3 2025, an estimated $2.06M.
  • Legacy Wealth Asset Management first reported a position in SBA Communications in Q4 2020 and held it in 19 quarters.
  • Legacy Wealth Asset Management's SBA Communications position peaked at $2.23M in Q3 2024.
  • 679 funds tracked by Wall St. Rank held SBA Communications as of Q3 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2025, filed 14 Oct 2025.