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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
Q2 		$254 Buy
3
+2
+200% +$154 ﹤0.01% 1157
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 $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

Bay Harbor Wealth Management's SAH Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Sonic Automotive (SAH) stake by 200% in Q2 2026, buying an estimated $154 and bringing the position to 3 shares worth $254. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Bay Harbor Wealth Management first reported a position in SAH in Q2 2025 and has held it in 5 quarters since. 238 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Bay Harbor Wealth Management held 3 shares of Sonic Automotive worth $254 as of Q2 2026.
  • Bay Harbor Wealth Management bought 2 Sonic Automotive shares in Q2 2026, an estimated $154.
  • Sonic Automotive made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1157 holding.
  • Bay Harbor Wealth Management first reported a position in Sonic Automotive in Q2 2025 and has held it in 5 quarters since.
  • 238 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.