Valeo Financial Advisors’s SBA Communications SBAC Stock Holding History

Valeo Financial Advisors’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	-925	Closed	-$217K	–	882
2025 Q2	$217K	Buy	+925	New	+$212K	0.01%	684
2023 Q4	–	Sell	-1,060	Closed	-$212K	–	706
2023 Q3	$212K	Buy	+1,060	New	+$236K	0.01%	555
2023 Q2	–	Sell	-972	Closed	-$254K	–	665
2023 Q1	$254K	Buy	+972	New	+$267K	0.01%	492
2021 Q3	–	Sell	-196	Closed	-$62K	–	617
2021 Q2	$62K	Hold	196	–	–	﹤0.01%	485
2021 Q1	$54K	Sell	196 -22	-10%	-$5.83K	﹤0.01%	842
2020 Q4	$62K	Sell	218 -2	-0.9%	-$587	﹤0.01%	707
2020 Q3	$70K	Sell	220 -62	-22%	-$18.9K	0.01%	557
2020 Q2	$84K	Buy	282 +10	+4%	+$2.95K	0.01%	562
2020 Q1	$83K	Hold	272	–	–	0.01%	468
2019 Q4	$66K	Buy	272 +180	+196%	+$42.7K	0.01%	555
2019 Q3	$22K	Hold	92	–	–	﹤0.01%	827
2019 Q2	$21K	Sell	92 -60	-39%	-$12.7K	﹤0.01%	833
2019 Q1	$30K	Sell	152 -6	-4%	-$1.09K	﹤0.01%	674
2018 Q4	$26K	Hold	158	–	–	﹤0.01%	636
2018 Q3	$26K	Hold	158	–	–	﹤0.01%	691
2018 Q2	$25K	Hold	158	–	–	﹤0.01%	700
2018 Q1	$27K	Hold	158	–	–	﹤0.01%	635
2017 Q4	$26K	Buy	158 +121	+327%	+$19.2K	﹤0.01%	616
2017 Q3	$5K	Buy	+37	New	+$5.27K	﹤0.01%	881

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

Valeo Financial Advisors's SBAC Position: Q3 2025 in Review

Valeo Financial Advisors sold out of SBA Communications (SBAC) in Q3 2025, closing a stake of 925 shares — an estimated $217K sold.

Valeo Financial Advisors first reported a position in SBAC in Q3 2017 and held it in 19 quarters. The position peaked at $254K in Q1 2023. 679 funds tracked by Wall St. Rank hold SBAC as of Q3 2025.

Valeo Financial Advisors reported no remaining SBA Communications position as of Q3 2025 after selling out during the quarter.
Valeo Financial Advisors sold 925 SBA Communications shares in Q3 2025, an estimated $217K.
Valeo Financial Advisors first reported a position in SBA Communications in Q3 2017 and held it in 19 quarters.
Valeo Financial Advisors's SBA Communications position peaked at $254K in Q1 2023.
679 funds tracked by Wall St. Rank held SBA Communications as of Q3 2025.

Based on Valeo Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.