Leo Wealth LLC’s SBA Communications SBAC Stock Holding History

Leo Wealth LLC’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 Q4	–	Sell	-36,223	Closed	-$7M	–	431
2025 Q3	$7M	Sell	36,223 -133	-0.4%	-$28.8K	0.91%	26
2025 Q2	$8.54M	Sell	36,356 -16	-0%	-$3.66K	0.66%	30
2025 Q1	$8M	Sell	36,372 -5,068	-12%	-$1.06M	1.15%	17
2024 Q4	$8.42M	Buy	41,440 +7	+0%	+$1.58K	0.75%	24
2024 Q3	$9.97M	Sell	41,433 -1,649	-4%	-$366K	0.91%	22
2024 Q2	$8.46M	Sell	43,082 -92	-0.2%	-$18.2K	0.86%	22
2024 Q1	$9.36M	Buy	43,174 +120	+0.3%	+$26.7K	0.96%	22
2023 Q4	$10.9M	Buy	+43,054	New	+$9.67M	1.13%	16

Other funds holding SBAC

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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