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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
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 $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

Pinnacle Wealth Planning Services's SAH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Sonic Automotive (SAH) stake by 95% in Q1 2026, buying an estimated $12.6K and bringing the position to 415 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Pinnacle Wealth Planning Services first reported a position in SAH in Q4 2020 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Pinnacle Wealth Planning Services held 415 shares of Sonic Automotive worth $28.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 202 Sonic Automotive shares in Q1 2026, an estimated $12.6K.
  • Sonic Automotive made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1512 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sonic Automotive in Q4 2020 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.