Phocas Financial Corp
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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
Q3 		– Sell
-83,342
Closed -$7.07M – 114
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

Dimensional Fund Advisors
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LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Phocas Financial Corp's SAH Position: Q3 2026 in Review

Phocas Financial Corp sold out of Sonic Automotive (SAH) in Q3 2026, closing a stake of 83,342 shares — an estimated $7.07M sold.

Phocas Financial Corp first reported a position in SAH in Q4 2024 and held it in 7 quarters. The position peaked at $8.81M in Q2 2025. 130 funds tracked by Wall St. Rank hold SAH as of Q3 2026.

  • Phocas Financial Corp reported no remaining Sonic Automotive position as of Q3 2026 after selling out during the quarter.
  • Phocas Financial Corp sold 83,342 Sonic Automotive shares in Q3 2026, an estimated $7.07M.
  • Phocas Financial Corp first reported a position in Sonic Automotive in Q4 2024 and held it in 7 quarters.
  • Phocas Financial Corp's Sonic Automotive position peaked at $8.81M in Q2 2025.
  • 130 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2026.

Based on Phocas Financial Corp's 13F filing for Q3 2026.