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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
2021
Q3 		– Sell
-1,100
Closed -$351K – 618
2021
Q2 		$351K Buy
+1,100
New +$330K 0.02% 332

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JP Morgan Chase
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Invesco
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.