Stifel Financial
SAH icon

Stifel Financial’s Sonic Automotive SAH Stock Holding History

Stifel Financial’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 		$353K Buy
5,151
+4
+0.1% +$250 ﹤0.01% 3077
2025
Q4 		$318K Sell
5,147
-4
-0.1% -$265 ﹤0.01% 3113
2025
Q3 		$392K Hold
5,151
– – ﹤0.01% 2950
2025
Q2 		$412K Sell
5,151
-3
-0.1% -$202 ﹤0.01% 2875
2025
Q1 		$294K Hold
5,154
– – ﹤0.01% 2980
2024
Q4 		$327K Buy
5,154
+7
+0.1% +$434 ﹤0.01% 2918
2024
Q3 		$301K Buy
5,147
+6
+0.1% +$346 ﹤0.01% 2962
2024
Q2 		$280K Sell
5,141
-312
-6% -$17.3K ﹤0.01% 2948
2024
Q1 		$310K Buy
5,453
+4
+0.1% +$212 ﹤0.01% 2892
2023
Q4 		$306K Sell
5,449
-65
-1% -$3.25K ﹤0.01% 2831
2023
Q3 		$263K Sell
5,514
-225
-4% -$11.4K ﹤0.01% 2858
2023
Q2 		$274K Sell
5,739
-182
-3% -$8.39K ﹤0.01% 2878
2023
Q1 		$322K Buy
5,921
+188
+3% +$10.1K ﹤0.01% 2767
2022
Q4 		$282K Hold
5,733
– – ﹤0.01% 2796
2022
Q3 		$248K Buy
5,733
+22
+0.4% +$997 ﹤0.01% 2834
2022
Q2 		$210K Hold
5,711
– – ﹤0.01% 2969
2022
Q1 		$243K Sell
5,711
-1,381
-19% -$68K ﹤0.01% 3010
2021
Q4 		$351K Buy
7,092
+147
+2% +$7.37K ﹤0.01% 2819
2021
Q3 		$365K Buy
6,945
+28
+0.4% +$1.42K ﹤0.01% 2771
2021
Q2 		$309K Buy
6,917
+526
+8% +$25.5K ﹤0.01% 2885
2021
Q1 		$317K Buy
6,391
+422
+7% +$19.6K ﹤0.01% 2754
2020
Q4 		$230K Buy
5,969
+345
+6% +$14K ﹤0.01% 2748
2020
Q3 		$226K Buy
+5,624
New +$228K ﹤0.01% 2556
2020
Q1 		– Sell
-44,334
Closed -$1.37M – 3042
2019
Q4 		$1.37M Sell
44,334
-35,441
-44% -$1.12M ﹤0.01% 1598
2019
Q3 		$2.51M Buy
79,775
+455
+0.6% +$12.3K 0.01% 1175
2019
Q2 		$1.85M Buy
+79,320
New +$1.53M ﹤0.01% 1399

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

Stifel Financial's SAH Position: Q1 2026 in Review

Stifel Financial increased its Sonic Automotive (SAH) stake by 0.08% in Q1 2026, buying an estimated $250 and bringing the position to 5,151 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #3077.

Stifel Financial first reported a position in SAH in Q2 2019 and has held it in 26 quarters since. The position peaked at $2.51M in Q3 2019. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Stifel Financial held 5,151 shares of Sonic Automotive worth $353K as of Q1 2026.
  • Stifel Financial bought 4 Sonic Automotive shares in Q1 2026, an estimated $250.
  • Sonic Automotive made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3077 holding.
  • Stifel Financial first reported a position in Sonic Automotive in Q2 2019 and has held it in 26 quarters since.
  • Stifel Financial's Sonic Automotive position peaked at $2.51M in Q3 2019.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.