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 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

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HIP

Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Farther Finance Advisors's SAH Position: Q2 2026 in Review

Farther Finance Advisors increased its Sonic Automotive (SAH) stake by 727% in Q2 2026, buying an estimated $34.6K and bringing the position to 513 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3353.

Farther Finance Advisors first reported a position in SAH in Q4 2023 and has held it in 11 quarters since. 23 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

Farther Finance Advisors held 513 shares of Sonic Automotive worth $43.5K as of Q2 2026.
Farther Finance Advisors bought 451 Sonic Automotive shares in Q2 2026, an estimated $34.6K.
Sonic Automotive made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3353 holding.
Farther Finance Advisors first reported a position in Sonic Automotive in Q4 2023 and has held it in 11 quarters since.
23 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.