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Bay Harbor Wealth Management’s Sonic Automotive SAH Stock Holding History

Bay Harbor Wealth Management’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 		$68 Hold
1
– – ﹤0.01% 1237
2025
Q4 		$62 Hold
1
– – ﹤0.01% 1249
2025
Q3 		$76 Sell
1
-1
-50% -$80 ﹤0.01% 1207
2025
Q2 		$160 Buy
+2
New +$135 ﹤0.01% 995

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

Bay Harbor Wealth Management's SAH Position: Q1 2026 in Review

Bay Harbor Wealth Management held its Sonic Automotive (SAH) position steady in Q1 2026 at 1 share worth $68. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Bay Harbor Wealth Management first reported a position in SAH in Q2 2025 and has held it in 4 quarters since. The position peaked at $160 in Q2 2025. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Bay Harbor Wealth Management held 1 share of Sonic Automotive worth $68 as of Q1 2026.
  • Bay Harbor Wealth Management left its Sonic Automotive share count unchanged in Q1 2026.
  • Sonic Automotive made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #1237 holding.
  • Bay Harbor Wealth Management first reported a position in Sonic Automotive in Q2 2025 and has held it in 4 quarters since.
  • Bay Harbor Wealth Management's Sonic Automotive position peaked at $160 in Q2 2025.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.