CoreCap Advisors’s Sonic Automotive SAH Stock Holding History

CoreCap 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	$93.5K	Buy	1,550 +208	+15%	+$17.2K	﹤0.01%	1128
2026 Q2	$114K	Sell	1,342 -16	-1%	-$1.23K	﹤0.01%	1057
2026 Q1	$93.1K	Sell	1,358 -471	-26%	-$29.4K	﹤0.01%	1047
2025 Q4	$113K	Buy	1,829 +400	+28%	+$26.5K	﹤0.01%	979
2025 Q3	$109K	Buy	+1,429	New	+$114K	﹤0.01%	998
2024 Q3	–	Sell	-175	Closed	-$9.5K	–	2728
2024 Q2	$9.5K	Hold	175	–	–	﹤0.01%	1067
2024 Q1	$10K	Buy	+175	New	+$9.27K	﹤0.01%	1742
2022 Q4	$8.62K	Buy	+175	New	+$8.38K	﹤0.01%	1586
2022 Q3	–	Sell	-175	Closed	-$6K	–	1776
2022 Q2	$6K	Buy	+175	New	+$7.51K	﹤0.01%	1636
2022 Q1	–	Sell	-175	Closed	-$9K	–	1778
2021 Q4	$9K	Buy	+175	New	+$8.77K	﹤0.01%	1592

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AIFS

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

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

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

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

CoreCap Advisors's SAH Position: Q3 2026 in Review

CoreCap Advisors increased its Sonic Automotive (SAH) stake by 15% in Q3 2026, buying an estimated $17.2K and bringing the position to 1,550 shares worth $93.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

CoreCap Advisors first reported a position in SAH in Q4 2021 and has held it in 10 quarters since. The position peaked at $114K in Q2 2026. 34 funds tracked by Wall St. Rank hold SAH as of Q3 2026.

CoreCap Advisors held 1,550 shares of Sonic Automotive worth $93.5K as of Q3 2026.
CoreCap Advisors bought 208 Sonic Automotive shares in Q3 2026, an estimated $17.2K.
Sonic Automotive made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1128 holding.
CoreCap Advisors first reported a position in Sonic Automotive in Q4 2021 and has held it in 10 quarters since.
CoreCap Advisors's Sonic Automotive position peaked at $114K in Q2 2026.
34 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.