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Allworth Financial’s Sonic Automotive SAH Stock Holding History

Allworth Financial’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
Q1 		$7.96K Buy
116
+32
+38% +$2K ﹤0.01% 3660
2025
Q4 		$5.2K Buy
84
+23
+38% +$1.52K ﹤0.01% 3680
2025
Q3 		$4.64K Buy
61
+9
+17% +$718 ﹤0.01% 3599
2025
Q2 		$4.16K Hold
52
– – ﹤0.01% 3361
2025
Q1 		$3.13K Hold
52
– – ﹤0.01% 3021
2024
Q4 		$3.55K Hold
52
– – ﹤0.01% 2910
2024
Q3 		$3.04K Hold
52
– – ﹤0.01% 2779
2024
Q2 		$2.97K Hold
52
– – ﹤0.01% 2747
2024
Q1 		$2.96K Hold
52
– – ﹤0.01% 2643
2023
Q4 		$2.92K Buy
52
+8
+18% +$401 ﹤0.01% 2506
2023
Q3 		$2.1K Hold
44
– – ﹤0.01% 2519
2023
Q2 		$2.1K Buy
44
+21
+91% +$968 ﹤0.01% 2465
2023
Q1 		$1.25K Hold
23
– – ﹤0.01% 2592
2022
Q4 		$1.13K Buy
23
+15
+188% +$718 ﹤0.01% 2431
2022
Q3 		$0 Buy
+8
New +$362 ﹤0.01% 3052
2022
Q2 		– Sell
-6
Closed – – 2754
2022
Q1 		$0 Buy
+6
New +$295 ﹤0.01% 2348

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allworth Financial's SAH Position: Q1 2026 in Review

Allworth Financial increased its Sonic Automotive (SAH) stake by 38% in Q1 2026, buying an estimated $2K and bringing the position to 116 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #3660.

Allworth Financial first reported a position in SAH in Q1 2022 and has held it in 16 quarters since. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Allworth Financial held 116 shares of Sonic Automotive worth $7.96K as of Q1 2026.
  • Allworth Financial bought 32 Sonic Automotive shares in Q1 2026, an estimated $2K.
  • Sonic Automotive made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3660 holding.
  • Allworth Financial first reported a position in Sonic Automotive in Q1 2022 and has held it in 16 quarters since.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.