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Root Financial Partners’s Sonic Automotive SAH Stock Holding History

Root Financial Partners’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 		$5.28K Buy
77
+11
+17% +$687 ﹤0.01% 1932
2025
Q4 		$4.08K Sell
66
-8
-11% -$530 ﹤0.01% 1821
2025
Q3 		$5.63K Buy
+74
New +$5.9K ﹤0.01% 1679

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

Root Financial Partners's SAH Position: Q1 2026 in Review

Root Financial Partners increased its Sonic Automotive (SAH) stake by 17% in Q1 2026, buying an estimated $687 and bringing the position to 77 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Root Financial Partners first reported a position in SAH in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.63K in Q3 2025. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Root Financial Partners held 77 shares of Sonic Automotive worth $5.28K as of Q1 2026.
  • Root Financial Partners bought 11 Sonic Automotive shares in Q1 2026, an estimated $687.
  • Sonic Automotive made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1932 holding.
  • Root Financial Partners first reported a position in Sonic Automotive in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Sonic Automotive position peaked at $5.63K in Q3 2025.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.