PWPS
SBAC icon

Pinnacle Wealth Planning Services’s SBA Communications SBAC Stock Holding History

Pinnacle Wealth Planning 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 		$12.2K Sell
71
-617
-90% -$116K ﹤0.01% 1928
2025
Q4 		$133K Buy
+688
New +$133K 0.01% 637
2024
Q4 		– Sell
-984
Closed -$237K – 532
2024
Q3 		$237K Buy
+984
New +$218K 0.03% 391
2024
Q2 		– Sell
-1,504
Closed -$326K – 544
2024
Q1 		$326K Sell
1,504
-162
-10% -$36K 0.05% 278
2023
Q4 		$423K Buy
1,666
+425
+34% +$95.4K 0.07% 200
2023
Q3 		$248K Buy
+1,241
New +$276K 0.04% 301
2023
Q2 		– Sell
-1,058
Closed -$276K – 505
2023
Q1 		$276K Buy
1,058
+222
+27% +$61.1K 0.05% 288
2022
Q4 		$234K Sell
836
-232
-22% -$64.6K 0.04% 321
2022
Q3 		$304K Buy
1,068
+30
+3% +$9.74K 0.06% 233
2022
Q2 		$332K Sell
1,038
-100
-9% -$33.7K 0.06% 225
2022
Q1 		$392K Sell
1,138
-31
-3% -$10.1K 0.07% 212
2021
Q4 		$455K Buy
1,169
+13
+1% +$4.57K 0.09% 170
2021
Q3 		$382K Buy
1,156
+58
+5% +$20.1K 0.08% 194
2021
Q2 		$350K Buy
1,098
+16
+1% +$4.8K 0.08% 202
2021
Q1 		$300K Buy
1,082
+52
+5% +$13.8K 0.08% 218
2020
Q4 		$291K Sell
1,030
-8
-0.8% -$2.35K 0.07% 203
2020
Q3 		$331K Sell
1,038
-4
-0.4% -$1.22K 0.11% 146
2020
Q2 		$310K Sell
1,042
-29
-3% -$8.56K 0.1% 156
2020
Q1 		$288K Buy
1,071
+9
+0.8% +$2.38K 0.14% 140
2019
Q4 		$255K Buy
1,062
+144
+16% +$34.1K 0.12% 175
2019
Q3 		$221K Buy
+918
New +$227K 0.12% 165

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $16B AUM 4.15% 1-Year Est. Return

Pinnacle Wealth Planning Services's SBAC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its SBA Communications (SBAC) stake by 90% in Q1 2026, selling an estimated $116K and leaving 71 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1928.

Pinnacle Wealth Planning Services first reported a position in SBAC in Q3 2019 and has held it in 21 quarters since. The position peaked at $455K in Q4 2021. 665 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 71 shares of SBA Communications worth $12.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 617 SBA Communications shares in Q1 2026, an estimated $116K.
  • SBA Communications made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1928 holding.
  • Pinnacle Wealth Planning Services first reported a position in SBA Communications in Q3 2019 and has held it in 21 quarters since.
  • Pinnacle Wealth Planning Services's SBA Communications position peaked at $455K in Q4 2021.
  • 665 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.