Farther Finance Advisors
SAH icon

Farther Finance Advisors’s Sonic Automotive SAH Stock Holding History

Farther Finance 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 		$23.1K Sell
383
-130
-25% -$10.7K ﹤0.01% 4033
2026
Q2 		$43.5K Buy
513
+451
+727% +$34.6K ﹤0.01% 3353
2026
Q1 		$4.05K Buy
62
+44
+244% +$2.75K ﹤0.01% 4594
2025
Q4 		$1.11K Buy
18
+11
+157% +$728 ﹤0.01% 4885
2025
Q3 		$533 Buy
7
+5
+250% +$399 ﹤0.01% 4528
2025
Q2 		$160 Hold
2
– – ﹤0.01% 4244
2025
Q1 		$116 Hold
2
– – ﹤0.01% 4049
2024
Q4 		$127 Hold
2
– – ﹤0.01% 3748
2024
Q3 		$118 Buy
2
+1
+100% +$58 ﹤0.01% 3753
2024
Q2 		$54 Hold
1
– – ﹤0.01% 3687
2024
Q1 		$56 Hold
1
– – ﹤0.01% 3457
2023
Q4 		$56 Buy
+1
New +$50 ﹤0.01% 3367

Other funds holding SAH

Wealth Enhancement Advisory Services
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
BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
CoreCap Advisors
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
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors's SAH Position: Q3 2026 in Review

Farther Finance Advisors reduced its Sonic Automotive (SAH) stake by 25% in Q3 2026, selling an estimated $10.7K and leaving 383 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4033.

Farther Finance Advisors first reported a position in SAH in Q4 2023 and has held it in 12 quarters since. The position peaked at $43.5K in Q2 2026. 14 funds tracked by Wall St. Rank hold SAH as of Q3 2026.

  • Farther Finance Advisors held 383 shares of Sonic Automotive worth $23.1K as of Q3 2026.
  • Farther Finance Advisors sold 130 Sonic Automotive shares in Q3 2026, an estimated $10.7K.
  • Sonic Automotive made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4033 holding.
  • Farther Finance Advisors first reported a position in Sonic Automotive in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Sonic Automotive position peaked at $43.5K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2026.

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