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Venturi Wealth Management’s SBA Communications SBAC Stock Holding History

Venturi Wealth Management’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
Q2 		– Sell
-1,556
Closed -$342K – 603
2025
Q1 		$342K Buy
1,556
+814
+110% +$170K 0.02% 413
2024
Q4 		$151K Buy
742
+403
+119% +$90.8K 0.01% 623
2024
Q3 		$81.6K Buy
339
+65
+24% +$14.4K ﹤0.01% 625
2024
Q2 		$53.8K Buy
274
+247
+915% +$48.9K ﹤0.01% 646
2024
Q1 		$5.85K Sell
27
-19
-41% -$4.23K ﹤0.01% 1054
2023
Q4 		$11.7K Buy
46
+24
+109% +$5.39K ﹤0.01% 842
2023
Q3 		$4.4K Buy
+22
New +$4.89K ﹤0.01% 1013

Other funds holding SBAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Venturi Wealth Management's SBAC Position: Q2 2025 in Review

Venturi Wealth Management sold out of SBA Communications (SBAC) in Q2 2025, closing a stake of 1,556 shares — an estimated $342K sold.

Venturi Wealth Management first reported a position in SBAC in Q3 2023 and held it in 7 quarters. The position peaked at $342K in Q1 2025. 707 funds tracked by Wall St. Rank hold SBAC as of Q2 2025.

  • Venturi Wealth Management reported no remaining SBA Communications position as of Q2 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,556 SBA Communications shares in Q2 2025, an estimated $342K.
  • Venturi Wealth Management first reported a position in SBA Communications in Q3 2023 and held it in 7 quarters.
  • Venturi Wealth Management's SBA Communications position peaked at $342K in Q1 2025.
  • 707 funds tracked by Wall St. Rank held SBA Communications as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.