CAPTRUST Financial Advisors
SAH icon

CAPTRUST Financial Advisors’s Sonic Automotive SAH Stock Holding History

CAPTRUST Financial Advisors’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 		$255K Buy
+3,012
New +$231K ﹤0.01% 2710
2024
Q1 		– Sell
-6,715
Closed -$377K – 2572
2023
Q4 		$377K Buy
6,715
+189
+3% +$9.46K ﹤0.01% 1949
2023
Q3 		$312K Sell
6,526
-58
-0.9% -$2.95K ﹤0.01% 1964
2023
Q2 		$314K Sell
6,584
-195
-3% -$8.99K ﹤0.01% 1936
2023
Q1 		$368K Buy
6,779
+77
+1% +$4.14K ﹤0.01% 1594
2022
Q4 		$330K Buy
6,702
+84
+1% +$4.02K ﹤0.01% 1581
2022
Q3 		$287K Buy
6,618
+898
+16% +$40.7K ﹤0.01% 1574
2022
Q2 		$211K Buy
5,720
+281
+5% +$12.1K ﹤0.01% 1666
2022
Q1 		$233K Buy
5,439
+860
+19% +$42.3K ﹤0.01% 1619
2021
Q4 		$227K Sell
4,579
-54
-1% -$2.71K ﹤0.01% 1551
2021
Q3 		$244K Sell
4,633
-85
-2% -$4.31K ﹤0.01% 1423
2021
Q2 		$212K Buy
4,718
+705
+18% +$34.2K ﹤0.01% 1473
2021
Q1 		$199K Buy
4,013
+3,968
+8,818% +$184K ﹤0.01% 1481
2020
Q4 		$2K Buy
45
+34
+309% +$1.38K ﹤0.01% 3147
2020
Q3 		$0 Buy
+11
New +$446 ﹤0.01% 3203

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

CAPTRUST Financial Advisors's SAH Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Sonic Automotive (SAH) in Q2 2026: 3,012 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #2710 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in SAH as recently as Q4 2023.

CAPTRUST Financial Advisors first reported a position in SAH in Q3 2020 and has held it in 15 quarters since. The position peaked at $377K in Q4 2023. 238 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • CAPTRUST Financial Advisors held 3,012 shares of Sonic Automotive worth $255K as of Q2 2026.
  • Sonic Automotive was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Sonic Automotive made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2710 holding.
  • CAPTRUST Financial Advisors first reported a position in Sonic Automotive in Q3 2020 and has held it in 15 quarters since.
  • CAPTRUST Financial Advisors's Sonic Automotive position peaked at $377K in Q4 2023.
  • 238 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.