True North Advisors’s SBA Communications SBAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,753
Closed -$339K 269
2025
Q3
$339K Sell
1,753
-974
-36% -$211K 0.05% 162
2025
Q2
$640K Sell
2,727
-5,650
-67% -$1.29M 0.12% 120
2025
Q1
$1.84M Sell
8,377
-1,782
-18% -$373K 0.33% 68
2024
Q4
$2.07M Buy
10,159
+9,321
+1,112% +$2.1M 0.49% 42
2024
Q3
$202K Sell
838
-194
-19% -$43K 0.05% 180
2024
Q2
$203K Buy
1,032
+10
+1% +$1.98K 0.05% 189
2024
Q1
$221K Buy
1,022
+63
+7% +$14K 0.06% 179
2023
Q4
$243K Sell
959
-81
-8% -$18.2K 0.06% 161
2023
Q3
$208K Sell
1,040
-313
-23% -$69.6K 0.06% 186
2023
Q2
$314K Buy
+1,353
New +$324K 0.09% 158

Other funds holding SBAC

True North Advisors's SBAC Position: Q4 2025 in Review

True North Advisors sold out of SBA Communications (SBAC) in Q4 2025, closing a stake of 1,753 shares — an estimated $339K sold.

True North Advisors first reported a position in SBAC in Q2 2023 and held it in 10 quarters. The position peaked at $2.07M in Q4 2024. 682 funds tracked by Wall St. Rank hold SBAC as of Q4 2025.

  • True North Advisors reported no remaining SBA Communications position as of Q4 2025 after selling out during the quarter.
  • True North Advisors sold 1,753 SBA Communications shares in Q4 2025, an estimated $339K.
  • True North Advisors first reported a position in SBA Communications in Q2 2023 and held it in 10 quarters.
  • True North Advisors's SBA Communications position peaked at $2.07M in Q4 2024.
  • 682 funds tracked by Wall St. Rank held SBA Communications as of Q4 2025.

Based on True North Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.