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United Financial Planning Group’s SBA Communications SBAC Stock Holding History

United Financial Planning Group’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
Q1 		– Sell
-9
Closed -$1.74K – 592
2025
Q4 		$1.74K Buy
+9
New +$1.74K ﹤0.01% 338

Other funds holding SBAC

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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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

United Financial Planning Group's SBAC Position: Q1 2026 in Review

United Financial Planning Group sold out of SBA Communications (SBAC) in Q1 2026, closing a stake of 9 shares — an estimated $1.74K sold.

United Financial Planning Group first reported a position in SBAC in Q4 2025 and held it in 1 quarter. The position peaked at $1.74K in Q4 2025. 668 funds tracked by Wall St. Rank hold SBAC as of Q1 2026.

  • United Financial Planning Group reported no remaining SBA Communications position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 9 SBA Communications shares in Q1 2026, an estimated $1.74K.
  • United Financial Planning Group first reported a position in SBA Communications in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's SBA Communications position peaked at $1.74K in Q4 2025.
  • 668 funds tracked by Wall St. Rank held SBA Communications as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.