KFAS
SAH icon

Keating Financial Advisory Services’s Sonic Automotive SAH Stock Holding History

Keating Financial Advisory Services’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
Q1 		$1.44K Buy
21
+12
+133% +$749 ﹤0.01% 1967
2025
Q4 		$557 Buy
+9
New +$596 ﹤0.01% 1930

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Keating Financial Advisory Services's SAH Position: Q1 2026 in Review

Keating Financial Advisory Services increased its Sonic Automotive (SAH) stake by 133% in Q1 2026, buying an estimated $749 and bringing the position to 21 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Keating Financial Advisory Services first reported a position in SAH in Q4 2025 and has held it in 2 quarters since. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Keating Financial Advisory Services held 21 shares of Sonic Automotive worth $1.44K as of Q1 2026.
  • Keating Financial Advisory Services bought 12 Sonic Automotive shares in Q1 2026, an estimated $749.
  • Sonic Automotive made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #1967 holding.
  • Keating Financial Advisory Services first reported a position in Sonic Automotive in Q4 2025 and has held it in 2 quarters since.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.