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Robertson Stephens Wealth Management’s SBA Communications SBAC Stock Holding History

Robertson Stephens 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
2025
Q1 		– Sell
-1,545
Closed -$315K – 586
2024
Q4 		$315K Buy
+1,545
New +$348K 0.01% 456

Other funds holding SBAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Robertson Stephens Wealth Management's SBAC Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of SBA Communications (SBAC) in Q1 2025, closing a stake of 1,545 shares — an estimated $315K sold.

Robertson Stephens Wealth Management first reported a position in SBAC in Q4 2024 and held it in 1 quarter. The position peaked at $315K in Q4 2024. 691 funds tracked by Wall St. Rank hold SBAC as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining SBA Communications position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,545 SBA Communications shares in Q1 2025, an estimated $315K.
  • Robertson Stephens Wealth Management first reported a position in SBA Communications in Q4 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's SBA Communications position peaked at $315K in Q4 2024.
  • 691 funds tracked by Wall St. Rank held SBA Communications as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.