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Phocas Financial Corp’s Sonic Automotive SAH Stock Holding History

Phocas Financial Corp’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 		$7.07M Sell
83,342
-4,376
-5% -$336K 0.98% 32
2026
Q1 		$6.01M Sell
87,718
-24,528
-22% -$1.53M 0.94% 41
2025
Q4 		$6.94M Sell
112,246
-275
-0.2% -$18.2K 0.9% 47
2025
Q3 		$8.56M Buy
112,521
+2,336
+2% +$186K 1.11% 24
2025
Q2 		$8.81M Buy
110,185
+16
+0% +$1.08K 1.27% 21
2025
Q1 		$6.28M Sell
110,169
-6,174
-5% -$415K 0.96% 43
2024
Q4 		$7.37M Buy
+116,343
New +$7.2M 0.98% 40

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

Phocas Financial Corp's SAH Position: Q2 2026 in Review

Phocas Financial Corp reduced its Sonic Automotive (SAH) stake by 5% in Q2 2026, selling an estimated $336K and leaving 83,342 shares worth $7.07M. The position accounts for 0.98% of the portfolio, ranked #32.

Phocas Financial Corp first reported a position in SAH in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.81M in Q2 2025. 237 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Phocas Financial Corp held 83,342 shares of Sonic Automotive worth $7.07M as of Q2 2026.
  • Phocas Financial Corp sold 4,376 Sonic Automotive shares in Q2 2026, an estimated $336K.
  • Sonic Automotive made up 0.98% of Phocas Financial Corp's portfolio in Q2 2026, its #32 holding.
  • Phocas Financial Corp first reported a position in Sonic Automotive in Q4 2024 and has held it in 7 quarters since.
  • Phocas Financial Corp's Sonic Automotive position peaked at $8.81M in Q2 2025.
  • 237 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Phocas Financial Corp's 13F filing for Q2 2026, filed 31 Jul 2026.