Larson Financial Group
SAH icon

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
Q3 		$422 Sell
7
-5
-42% -$412 ﹤0.01% 3612
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

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LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Larson Financial Group's SAH Position: Q3 2026 in Review

Larson Financial Group reduced its Sonic Automotive (SAH) stake by 42% in Q3 2026, selling an estimated $412 and leaving 7 shares worth $422. The position accounts for ﹤0.01% of the portfolio, ranked #3612.

Larson Financial Group first reported a position in SAH in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.02K in Q2 2026. 103 funds tracked by Wall St. Rank hold SAH as of Q3 2026.

  • Larson Financial Group held 7 shares of Sonic Automotive worth $422 as of Q3 2026.
  • Larson Financial Group sold 5 Sonic Automotive shares in Q3 2026, an estimated $412.
  • Sonic Automotive made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3612 holding.
  • Larson Financial Group first reported a position in Sonic Automotive in Q2 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Sonic Automotive position peaked at $1.02K in Q2 2026.
  • 103 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.