APFP
SAH icon

Action Point Financial Planning’s Sonic Automotive SAH Stock Holding History

Action Point Financial Planning’s Portfolio SAH Stock Details SAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1K Buy
+14
New +$1.07K ﹤0.01% 2458

Other funds holding SAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Action Point Financial Planning's SAH Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Sonic Automotive (SAH) in Q2 2026: 14 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #2458 among its holdings.

235 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Action Point Financial Planning held 14 shares of Sonic Automotive worth $1.1K as of Q2 2026.
  • Sonic Automotive was a new Action Point Financial Planning position in Q2 2026.
  • Sonic Automotive made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2458 holding.
  • 235 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.