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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
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
+54,008
+87% +$3.34M 0.98% 40
2024
Q3 		$3.65K Buy
+62,335
New +$3.59M 0.01% 111

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

Phocas Financial Corp's SAH Position: Q1 2026 in Review

Phocas Financial Corp reduced its Sonic Automotive (SAH) stake by 22% in Q1 2026, selling an estimated $1.53M and leaving 87,718 shares worth $6.01M. The position accounts for 0.94% of the portfolio, ranked #41.

Phocas Financial Corp first reported a position in SAH in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.81M in Q2 2025. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Phocas Financial Corp held 87,718 shares of Sonic Automotive worth $6.01M as of Q1 2026.
  • Phocas Financial Corp sold 24,528 Sonic Automotive shares in Q1 2026, an estimated $1.53M.
  • Sonic Automotive made up 0.94% of Phocas Financial Corp's portfolio in Q1 2026, its #41 holding.
  • Phocas Financial Corp first reported a position in Sonic Automotive in Q3 2024 and has held it in 7 quarters since.
  • Phocas Financial Corp's Sonic Automotive position peaked at $8.81M in Q2 2025.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Phocas Financial Corp's 13F filing for Q1 2026, filed 1 May 2026.