Novak & Powell Financial Services’s SBA Communications SBAC Stock Holding History

Novak & Powell Financial Services’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	$463K	Sell	2,689 -670	-20%	-$126K	0.25%	86
2025 Q4	$650K	Sell	3,359 -580	-15%	-$112K	0.34%	64
2025 Q3	$762K	Sell	3,939 -200	-5%	-$43.3K	0.4%	53
2025 Q2	$972K	Sell	4,139 -100	-2%	-$22.9K	0.67%	33
2025 Q1	$933K	Hold	4,239	–	–	0.58%	41
2024 Q4	$864K	Sell	4,239 -300	-7%	-$67.6K	0.51%	45
2024 Q3	$1.09M	Sell	4,539 -400	-8%	-$88.7K	0.63%	40
2024 Q2	$970K	Hold	4,939	–	–	0.6%	43
2024 Q1	$1.07M	Sell	4,939 -100	-2%	-$22.2K	0.8%	28
2023 Q4	$1.28M	Buy	+5,039	New	+$1.13M	0.85%	34

Other funds holding SBAC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Novak & Powell Financial Services's SBAC Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its SBA Communications (SBAC) stake by 20% in Q1 2026, selling an estimated $126K and leaving 2,689 shares worth $463K. The position accounts for 0.25% of the portfolio, ranked #86.

Novak & Powell Financial Services first reported a position in SBAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.28M in Q4 2023. 666 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

Novak & Powell Financial Services held 2,689 shares of SBA Communications worth $463K as of Q1 2026.
Novak & Powell Financial Services sold 670 SBA Communications shares in Q1 2026, an estimated $126K.
SBA Communications made up 0.25% of Novak & Powell Financial Services's portfolio in Q1 2026, its #86 holding.
Novak & Powell Financial Services first reported a position in SBA Communications in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's SBA Communications position peaked at $1.28M in Q4 2023.
666 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.