Root Financial Partners
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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
Q3 		$6.16K Buy
+102
New +$8.41K ﹤0.01% 2140
2026
Q2 		– Sell
-77
Closed -$5.28K – 2630
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

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Wealth Enhancement Advisory Services
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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Beau Ventures
Beau Ventures Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Root Financial Partners's SAH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Sonic Automotive (SAH) in Q3 2026: 102 shares worth $6.16K. The stake represents ﹤0.01% of the portfolio and ranks #2140 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SAH as recently as Q1 2026.

Root Financial Partners first reported a position in SAH in Q3 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold SAH as of Q3 2026.

  • Root Financial Partners held 102 shares of Sonic Automotive worth $6.16K as of Q3 2026.
  • Sonic Automotive was a new Root Financial Partners position in Q3 2026.
  • Sonic Automotive made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2140 holding.
  • Root Financial Partners first reported a position in Sonic Automotive in Q3 2025 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Sonic Automotive as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.