Principal Financial Group
SAH icon

Principal Financial Group’s Sonic Automotive SAH Stock Holding History

Principal Financial Group’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 		$5.94M Sell
86,597
-5,478
-6% -$342K ﹤0.01% 1575
2025
Q4 		$5.7M Buy
92,075
+6,395
+7% +$423K ﹤0.01% 1571
2025
Q3 		$6.52M Buy
85,680
+13,869
+19% +$1.11M ﹤0.01% 1493
2025
Q2 		$5.74M Sell
71,811
-1,091
-1% -$73.4K ﹤0.01% 1518
2025
Q1 		$4.15M Buy
72,902
+1,851
+3% +$125K ﹤0.01% 1612
2024
Q4 		$4.5M Buy
71,051
+2,212
+3% +$137K ﹤0.01% 1620
2024
Q3 		$4.03M Sell
68,839
-4,619
-6% -$266K ﹤0.01% 1627
2024
Q2 		$4M Sell
73,458
-3,712
-5% -$206K ﹤0.01% 1605
2024
Q1 		$4.39M Sell
77,170
-9,262
-11% -$490K ﹤0.01% 1611
2023
Q4 		$4.86M Sell
86,432
-5,535
-6% -$277K ﹤0.01% 1564
2023
Q3 		$4.39M Sell
91,967
-2,447
-3% -$124K ﹤0.01% 1579
2023
Q2 		$4.5M Sell
94,414
-6,683
-7% -$308K ﹤0.01% 1571
2023
Q1 		$5.49M Sell
101,097
-1,072
-1% -$57.7K ﹤0.01% 1505
2022
Q4 		$5.03M Sell
102,169
-18,430
-15% -$882K ﹤0.01% 1530
2022
Q3 		$5.22M Sell
120,599
-17,513
-13% -$793K ﹤0.01% 1479
2022
Q2 		$5.06M Sell
138,112
-16,601
-11% -$713K ﹤0.01% 1557
2022
Q1 		$6.58M Sell
154,713
-10,106
-6% -$498K ﹤0.01% 1562
2021
Q4 		$8.15M Sell
164,819
-16,392
-9% -$821K ﹤0.01% 1499
2021
Q3 		$9.52M Sell
181,211
-18,118
-9% -$918K 0.01% 1426
2021
Q2 		$8.92M Buy
199,329
+15,926
+9% +$773K 0.01% 1481
2021
Q1 		$9.09M Sell
183,403
-692
-0.4% -$32.1K 0.01% 1436
2020
Q4 		$7.1M Sell
184,095
-11,620
-6% -$473K 0.01% 1413
2020
Q3 		$7.86M Buy
195,715
+3,508
+2% +$142K 0.01% 1213
2020
Q2 		$6.13M Buy
192,207
+918
+0.5% +$21.2K 0.01% 1347
2020
Q1 		$2.54M Sell
191,289
-7,338
-4% -$191K ﹤0.01% 1528
2019
Q4 		$6.16M Buy
198,627
+7,304
+4% +$231K 0.01% 1468
2019
Q3 		$6.01M Sell
191,323
-432
-0.2% -$11.7K 0.01% 1441
2019
Q2 		$4.48M Buy
191,755
+460
+0.2% +$8.86K ﹤0.01% 1562
2019
Q1 		$2.83M Sell
191,295
-752
-0.4% -$11.3K ﹤0.01% 1676
2018
Q4 		$2.64M Buy
192,047
+1,288
+0.7% +$21.4K ﹤0.01% 1678
2018
Q3 		$3.69M Buy
190,759
+2,171
+1% +$44.9K ﹤0.01% 1673
2018
Q2 		$3.88M Buy
188,588
+4,603
+3% +$96K ﹤0.01% 1652
2018
Q1 		$3.49M Sell
183,985
-259
-0.1% -$5.23K ﹤0.01% 1656
2017
Q4 		$3.4M Sell
184,244
-5,399
-3% -$110K ﹤0.01% 1667
2017
Q3 		$3.87M Sell
189,643
-10,927
-5% -$199K ﹤0.01% 1625
2017
Q2 		$3.9M Buy
200,570
+786
+0.4% +$15K ﹤0.01% 1621
2017
Q1 		$4.01M Buy
199,784
+7,111
+4% +$159K ﹤0.01% 1594
2016
Q4 		$4.41M Sell
192,673
-753
-0.4% -$15.3K 0.01% 1558
2016
Q3 		$3.64M Sell
193,426
-8,683
-4% -$154K ﹤0.01% 1568
2016
Q2 		$3.46M Buy
202,109
+4,122
+2% +$71.3K ﹤0.01% 1539
2016
Q1 		$3.66M Sell
197,987
-13,386
-6% -$245K 0.01% 1492
2015
Q4 		$4.81M Buy
211,373
+4,410
+2% +$103K 0.01% 1386
2015
Q3 		$4.23M Buy
206,963
+5,539
+3% +$124K 0.01% 1417
2015
Q2 		$4.8M Sell
201,424
-3,719
-2% -$89.8K 0.01% 1423
2015
Q1 		$5.11M Buy
205,143
+3,653
+2% +$92.3K 0.01% 1368
2014
Q4 		$5.45M Sell
201,490
-13,178
-6% -$333K 0.01% 1332
2014
Q3 		$5.26M Sell
214,668
-2,140
-1% -$53.3K 0.01% 1312
2014
Q2 		$5.78M Buy
216,808
+9,963
+5% +$249K 0.01% 1300
2014
Q1 		$4.65M Buy
206,845
+6,973
+3% +$160K 0.01% 1403
2013
Q4 		$4.89M Buy
199,872
+12,108
+6% +$282K 0.01% 1359
2013
Q3 		$4.47M Sell
187,764
-7,739
-4% -$178K 0.01% 1336
2013
Q2 		$4.13M Buy
+195,503
New +$4.34M 0.01% 1321

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

Principal Financial Group's SAH Position: Q1 2026 in Review

Principal Financial Group reduced its Sonic Automotive (SAH) stake by 5.9% in Q1 2026, selling an estimated $342K and leaving 86,597 shares worth $5.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

Principal Financial Group first reported a position in SAH in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.52M in Q3 2021. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Principal Financial Group held 86,597 shares of Sonic Automotive worth $5.94M as of Q1 2026.
  • Principal Financial Group sold 5,478 Sonic Automotive shares in Q1 2026, an estimated $342K.
  • Sonic Automotive made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1575 holding.
  • Principal Financial Group first reported a position in Sonic Automotive in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's Sonic Automotive position peaked at $9.52M in Q3 2021.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.