Concurrent Investment Advisors’s Sonic Automotive SAH Stock Holding History

Concurrent Investment 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 Q3	$782K	Buy	+12,961	New	+$1.07M	0.01%	1309

Other funds holding SAH

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

BVL

Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors's SAH Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in Sonic Automotive (SAH) in Q3 2026: 12,961 shares worth $782K. The stake represents 0.01% of the portfolio and ranks #1309 among its holdings.

23 funds tracked by Wall St. Rank hold SAH as of Q3 2026.

Concurrent Investment Advisors held 12,961 shares of Sonic Automotive worth $782K as of Q3 2026.
Sonic Automotive was a new Concurrent Investment Advisors position in Q3 2026.
Sonic Automotive made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1309 holding.
23 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.