Summit Financial’s SBA Communications SBAC Stock Holding History

Summit Financial’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 Q3	–	Sell	-870	Closed	-$204K	–	1259
2025 Q2	$204K	Buy	+870	New	+$199K	﹤0.01%	781

Other funds holding SBAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

Summit Financial's SBAC Position: Q3 2025 in Review

Summit Financial sold out of SBA Communications (SBAC) in Q3 2025, closing a stake of 870 shares — an estimated $204K sold.

Summit Financial first reported a position in SBAC in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 679 funds tracked by Wall St. Rank hold SBAC as of Q3 2025.

Summit Financial reported no remaining SBA Communications position as of Q3 2025 after selling out during the quarter.
Summit Financial sold 870 SBA Communications shares in Q3 2025, an estimated $204K.
Summit Financial first reported a position in SBA Communications in Q2 2025 and held it in 1 quarter.
Summit Financial's SBA Communications position peaked at $204K in Q2 2025.
679 funds tracked by Wall St. Rank held SBA Communications as of Q3 2025.

Based on Summit Financial's 13F filing for Q3 2025, filed 14 Nov 2025.