Polymer Capital Management’s SBA Communications SBAC Stock Holding History

Polymer Capital 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	–	Sell	-7,228	Closed	-$1.24M	–	939
2026 Q1	$1.24M	Buy	7,228 +1,995	+38%	+$374K	0.13%	179
2025 Q4	$1.01M	Sell	5,233 -3,835	-42%	-$741K	0.11%	275
2025 Q3	$1.75M	Buy	+9,068	New	+$1.96M	0.19%	114
2025 Q2	–	Sell	-3,631	Closed	-$799K	–	754
2025 Q1	$799K	Buy	+3,631	New	+$760K	0.21%	88

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 $3.37T AUM 44.26% 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

Polymer Capital Management's SBAC Position: Q2 2026 in Review

Polymer Capital Management sold out of SBA Communications (SBAC) in Q2 2026, closing a stake of 7,228 shares — an estimated $1.24M sold.

Polymer Capital Management first reported a position in SBAC in Q1 2025 and held it in 4 quarters. The position peaked at $1.75M in Q3 2025. 682 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

Polymer Capital Management reported no remaining SBA Communications position as of Q2 2026 after selling out during the quarter.
Polymer Capital Management sold 7,228 SBA Communications shares in Q2 2026, an estimated $1.24M.
Polymer Capital Management first reported a position in SBA Communications in Q1 2025 and held it in 4 quarters.
Polymer Capital Management's SBA Communications position peaked at $1.75M in Q3 2025.
682 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.