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Pinnacle Wealth Planning Services’s Sonic Automotive SAH Stock Holding History

Pinnacle Wealth Planning Services’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 		$35.7K Buy
421
+6
+1% +$461 ﹤0.01% 1504
2026
Q1 		$28.5K Buy
415
+202
+95% +$12.6K ﹤0.01% 1512
2025
Q4 		$13.2K Buy
+213
New +$14.1K ﹤0.01% 1901
2021
Q1 		– Sell
-127
Closed -$5K – 1632
2020
Q4 		$5K Buy
+127
New +$5.17K ﹤0.01% 1678

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

Pinnacle Wealth Planning Services's SAH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Sonic Automotive (SAH) stake by 1.4% in Q2 2026, buying an estimated $461 and bringing the position to 421 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Pinnacle Wealth Planning Services first reported a position in SAH in Q4 2020 and has held it in 4 quarters since. 238 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 421 shares of Sonic Automotive worth $35.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 6 Sonic Automotive shares in Q2 2026, an estimated $461.
  • Sonic Automotive made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1504 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sonic Automotive in Q4 2020 and has held it in 4 quarters since.
  • 238 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.