Jones Financial Companies
SAH icon

Jones Financial Companies’s Sonic Automotive SAH Stock Holding History

Jones Financial Companies’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 		$3.63K Buy
43
+23
+115% +$1.77K ﹤0.01% 4243
2026
Q1 		$1.32K Buy
20
+7
+54% +$437 ﹤0.01% 4276
2025
Q4 		$804 Sell
13
-685
-98% -$45.3K ﹤0.01% 4068
2025
Q3 		$52.4K Hold
698
– – ﹤0.01% 2361
2025
Q2 		$56.2K Buy
698
+13
+2% +$875 ﹤0.01% 2181
2025
Q1 		$37.8K Hold
685
– – ﹤0.01% 2172
2024
Q4 		$43.4K Hold
685
– – ﹤0.01% 1930
2024
Q3 		$40.5K Buy
+685
New +$39.5K ﹤0.01% 1716

Other funds holding SAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Jones Financial Companies's SAH Position: Q2 2026 in Review

Jones Financial Companies increased its Sonic Automotive (SAH) stake by 115% in Q2 2026, buying an estimated $1.77K and bringing the position to 43 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #4243.

Jones Financial Companies first reported a position in SAH in Q3 2024 and has held it in 8 quarters since. The position peaked at $56.2K in Q2 2025. 237 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Jones Financial Companies held 43 shares of Sonic Automotive worth $3.63K as of Q2 2026.
  • Jones Financial Companies bought 23 Sonic Automotive shares in Q2 2026, an estimated $1.77K.
  • Sonic Automotive made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4243 holding.
  • Jones Financial Companies first reported a position in Sonic Automotive in Q3 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's Sonic Automotive position peaked at $56.2K in Q2 2025.
  • 237 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.