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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
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 $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

Larson Financial Group's SAH Position: Q1 2026 in Review

Larson Financial Group sold out of Sonic Automotive (SAH) in Q1 2026, closing a stake of 1 share — an estimated $62 sold.

Larson Financial Group first reported a position in SAH in Q2 2025 and held it in 2 quarters. The position peaked at $160 in Q2 2025. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Larson Financial Group reported no remaining Sonic Automotive position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 1 Sonic Automotive share in Q1 2026, an estimated $62.
  • Larson Financial Group first reported a position in Sonic Automotive in Q2 2025 and held it in 2 quarters.
  • Larson Financial Group's Sonic Automotive position peaked at $160 in Q2 2025.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.