JFS Wealth Advisors’s Sonic Automotive SAH Stock Holding History

JFS Wealth 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	$1.19K	Buy	14 +2	+17%	+$154	﹤0.01%	1759
2026 Q1	$825	Sell	12 -3	-20%	-$187	﹤0.01%	1700
2025 Q4	$930	Buy	15 +4	+36%	+$265	﹤0.01%	1720
2025 Q3	$837	Hold	11	–	–	﹤0.01%	1663
2025 Q2	$880	Sell	11 -1	-8%	-$67	﹤0.01%	1598
2025 Q1	$684	Buy	12 +2	+20%	+$135	﹤0.01%	1725
2024 Q4	$634	Hold	10	–	–	﹤0.01%	1750
2024 Q3	$585	Hold	10	–	–	﹤0.01%	1777
2024 Q2	$545	Hold	10	–	–	﹤0.01%	1790
2024 Q1	$570	Hold	10	–	–	﹤0.01%	1765
2023 Q4	$563	Sell	10 -1	-9%	-$50	﹤0.01%	1782
2023 Q3	$526	Buy	11 +4	+57%	+$203	﹤0.01%	1742
2023 Q2	$334	Hold	7	–	–	﹤0.01%	1813
2023 Q1	$381	Hold	7	–	–	﹤0.01%	1751
2022 Q4	$345	Sell	7 -1	-13%	-$48	﹤0.01%	1784
2022 Q3	$0	Buy	8 +4	+100%	+$181	﹤0.01%	1905
2022 Q2	$0	Sell	4 -2	-33%	-$86	﹤0.01%	1913
2022 Q1	$0	Buy	6 +4	+200%	+$197	﹤0.01%	1948
2021 Q4	$0	Buy	+2	New	+$100	﹤0.01%	1864
2017 Q2	–	Sell	-2,985	Closed	-$68K	–	440
2017 Q1	$68K	Hold	2,985	–	–	0.02%	200
2016 Q4	$68K	Buy	2,985 +70	+2%	+$1.42K	0.02%	200
2016 Q3	$55K	Sell	2,915 -140	-5%	-$2.48K	0.02%	232
2016 Q2	$52K	Buy	3,055 +900	+42%	+$15.6K	0.01%	250
2016 Q1	$40K	Sell	2,155 -141	-6%	-$2.58K	0.01%	256
2015 Q4	$52K	Hold	2,296	–	–	0.02%	247
2015 Q3	$47K	Hold	2,296	–	–	0.02%	218
2015 Q2	$55K	Hold	2,296	–	–	0.03%	176
2015 Q1	$57K	Buy	2,296 +141	+7%	+$3.56K	0.03%	173
2014 Q4	$58K	Hold	2,155	–	–	0.01%	170
2014 Q3	$53K	Hold	2,155	–	–	0.01%	172
2014 Q2	$57K	Buy	+2,155	New	+$53.8K	0.01%	172
2014 Q1	–	Sell	-8,854	Closed	-$217K	–	127
2013 Q4	$217K	Buy	+8,854	New	+$206K	0.09%	120

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

JFS Wealth Advisors's SAH Position: Q2 2026 in Review

JFS Wealth Advisors increased its Sonic Automotive (SAH) stake by 17% in Q2 2026, buying an estimated $154 and bringing the position to 14 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

JFS Wealth Advisors first reported a position in SAH in Q4 2013 and has held it in 32 quarters since. The position peaked at $217K in Q4 2013. 23 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

JFS Wealth Advisors held 14 shares of Sonic Automotive worth $1.19K as of Q2 2026.
JFS Wealth Advisors bought 2 Sonic Automotive shares in Q2 2026, an estimated $154.
Sonic Automotive made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1759 holding.
JFS Wealth Advisors first reported a position in Sonic Automotive in Q4 2013 and has held it in 32 quarters since.
JFS Wealth Advisors's Sonic Automotive position peaked at $217K in Q4 2013.
23 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.