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Larson Financial Group’s Sonic Automotive SAH Stock Holding History

Larson Financial Group’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 		$1.02K Buy
+12
New +$921 ﹤0.01% 3307
2026
Q1 		– Sell
-1
Closed -$62 – 3773
2025
Q4 		$62 Buy
+1
New +$66 ﹤0.01% 3368
2025
Q3 		– Sell
-2
Closed -$160 – 3615
2025
Q2 		$160 Buy
+2
New +$135 ﹤0.01% 3098

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

Larson Financial Group's SAH Position: Q2 2026 in Review

Larson Financial Group opened a new position in Sonic Automotive (SAH) in Q2 2026: 12 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #3307 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in SAH as recently as Q4 2025.

Larson Financial Group first reported a position in SAH in Q2 2025 and has held it in 3 quarters since. 237 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Larson Financial Group held 12 shares of Sonic Automotive worth $1.02K as of Q2 2026.
  • Sonic Automotive was a new Larson Financial Group position in Q2 2026.
  • Sonic Automotive made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3307 holding.
  • Larson Financial Group first reported a position in Sonic Automotive in Q2 2025 and has held it in 3 quarters since.
  • 237 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

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