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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
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

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

Root Financial Partners's SAH Position: Q2 2026 in Review

Root Financial Partners sold out of Sonic Automotive (SAH) in Q2 2026, closing a stake of 77 shares — an estimated $5.28K sold.

Root Financial Partners first reported a position in SAH in Q3 2025 and held it in 3 quarters. The position peaked at $5.63K in Q3 2025. 237 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Root Financial Partners reported no remaining Sonic Automotive position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 77 Sonic Automotive shares in Q2 2026, an estimated $5.28K.
  • Root Financial Partners first reported a position in Sonic Automotive in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Sonic Automotive position peaked at $5.63K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.