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Mowery & Schoenfeld Wealth Management’s SBA Communications SBAC Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-7
Closed -$1.35K – 465
2025
Q4 		$1.35K Buy
+7
New +$1.35K ﹤0.01% 425
2025
Q1 		– Sell
-17
Closed -$3.46K – 547
2024
Q4 		$3.46K Buy
+17
New +$3.83K 0.01% 341

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's SBAC Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of SBA Communications (SBAC) in Q1 2026, closing a stake of 7 shares — an estimated $1.35K sold.

Mowery & Schoenfeld Wealth Management first reported a position in SBAC in Q4 2024 and held it in 2 quarters. The position peaked at $3.46K in Q4 2024. 666 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining SBA Communications position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 7 SBA Communications shares in Q1 2026, an estimated $1.35K.
  • Mowery & Schoenfeld Wealth Management first reported a position in SBA Communications in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's SBA Communications position peaked at $3.46K in Q4 2024.
  • 666 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.