Allworth Financial
SAH icon

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
Q2 		$12.5K Buy
147
+31
+27% +$2.38K ﹤0.01% 3567
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Westwood Holdings Group
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

Allworth Financial's SAH Position: Q2 2026 in Review

Allworth Financial increased its Sonic Automotive (SAH) stake by 27% in Q2 2026, buying an estimated $2.38K and bringing the position to 147 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3567.

Allworth Financial first reported a position in SAH in Q1 2022 and has held it in 17 quarters since. 238 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Allworth Financial held 147 shares of Sonic Automotive worth $12.5K as of Q2 2026.
  • Allworth Financial bought 31 Sonic Automotive shares in Q2 2026, an estimated $2.38K.
  • Sonic Automotive made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3567 holding.
  • Allworth Financial first reported a position in Sonic Automotive in Q1 2022 and has held it in 17 quarters since.
  • 238 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.