Machina Capital’s SBA Communications SBAC Stock Holding History

Machina Capital’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	$448K	Buy	+2,541	New	+$524K	0.07%	290
2024 Q1	–	Sell	-1,354	Closed	-$343K	–	331
2023 Q4	$343K	Buy	+1,354	New	+$304K	0.22%	171
2023 Q2	–	Sell	-2,396	Closed	-$626K	–	489
2023 Q1	$626K	Buy	2,396 +1,061	+79%	+$292K	0.55%	48
2022 Q4	$374K	Buy	+1,335	New	+$372K	0.69%	57
2020 Q1	–	Sell	-3,951	Closed	-$952K	–	246
2019 Q4	$952K	Buy	+3,951	New	+$937K	0.38%	96
2019 Q3	–	Sell	-1,860	Closed	-$418K	–	473
2019 Q2	$418K	Buy	+1,860	New	+$393K	0.16%	176
2019 Q1	–	Sell	-2,145	Closed	-$347K	–	542
2018 Q4	$347K	Buy	+2,145	New	+$349K	0.23%	166

Other funds holding SBAC

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Machina Capital's SBAC Position: Q2 2026 in Review

Machina Capital opened a new position in SBA Communications (SBAC) in Q2 2026: 2,541 shares worth $448K. The stake represents 0.07% of the portfolio and ranks #290 among its holdings. This is a return to the name: Machina Capital previously reported a position in SBAC as recently as Q4 2023.

Machina Capital first reported a position in SBAC in Q4 2018 and has held it in 7 quarters since. The position peaked at $952K in Q4 2019. 683 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

Machina Capital held 2,541 shares of SBA Communications worth $448K as of Q2 2026.
SBA Communications was a new Machina Capital position in Q2 2026.
SBA Communications made up 0.07% of Machina Capital's portfolio in Q2 2026, its #290 holding.
Machina Capital first reported a position in SBA Communications in Q4 2018 and has held it in 7 quarters since.
Machina Capital's SBA Communications position peaked at $952K in Q4 2019.
683 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.