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Modera Wealth Management’s SBA Communications SBAC Stock Holding History

Modera Wealth 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
2026
Q2 		$2.05M Sell
11,630
-294
-2% -$60.6K 0.02% 270
2026
Q1 		$2.05M Buy
11,924
+1,474
+14% +$276K 0.02% 252
2025
Q4 		$2.02M Buy
10,450
+1,722
+20% +$333K 0.02% 264
2025
Q3 		$1.69M Buy
8,728
+545
+7% +$118K 0.02% 275
2025
Q2 		$1.92M Buy
8,183
+1,912
+30% +$438K 0.02% 261
2025
Q1 		$1.38M Buy
6,271
+1,730
+38% +$362K 0.02% 287
2024
Q4 		$926K Buy
4,541
+867
+24% +$195K 0.01% 340
2024
Q3 		$884K Buy
+3,674
New +$814K 0.01% 328

Other funds holding SBAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Modera Wealth Management's SBAC Position: Q2 2026 in Review

Modera Wealth Management reduced its SBA Communications (SBAC) stake by 2.5% in Q2 2026, selling an estimated $60.6K and leaving 11,630 shares worth $2.05M. The position accounts for 0.02% of the portfolio, ranked #270.

Modera Wealth Management first reported a position in SBAC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.05M in Q1 2026. 310 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • Modera Wealth Management held 11,630 shares of SBA Communications worth $2.05M as of Q2 2026.
  • Modera Wealth Management sold 294 SBA Communications shares in Q2 2026, an estimated $60.6K.
  • SBA Communications made up 0.02% of Modera Wealth Management's portfolio in Q2 2026, its #270 holding.
  • Modera Wealth Management first reported a position in SBA Communications in Q3 2024 and has held it in 8 quarters since.
  • Modera Wealth Management's SBA Communications position peaked at $2.05M in Q1 2026.
  • 310 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.