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Root Financial Partners’s SBA Communications SBAC Stock Holding History

Root Financial Partners’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
-12
Closed -$2.06K – 2641
2026
Q1 		$2.06K Sell
12
-2
-14% -$375 ﹤0.01% 2300
2025
Q4 		$2.71K Sell
14
-3
-18% -$580 ﹤0.01% 1929
2025
Q3 		$3.29K Buy
+17
New +$3.68K ﹤0.01% 1855

Other funds holding SBAC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Root Financial Partners's SBAC Position: Q2 2026 in Review

Root Financial Partners sold out of SBA Communications (SBAC) in Q2 2026, closing a stake of 12 shares — an estimated $2.06K sold.

Root Financial Partners first reported a position in SBAC in Q3 2025 and held it in 3 quarters. The position peaked at $3.29K in Q3 2025. 682 funds tracked by Wall St. Rank hold SBAC as of Q2 2026.

  • Root Financial Partners reported no remaining SBA Communications position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 12 SBA Communications shares in Q2 2026, an estimated $2.06K.
  • Root Financial Partners first reported a position in SBA Communications in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's SBA Communications position peaked at $3.29K in Q3 2025.
  • 682 funds tracked by Wall St. Rank held SBA Communications as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.