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
Q2 		$437K Hold
5,151
– – ﹤0.01% 3056
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 $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

Stifel Financial's SAH Position: Q2 2026 in Review

Stifel Financial held its Sonic Automotive (SAH) position steady in Q2 2026 at 5,151 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #3056.

Stifel Financial first reported a position in SAH in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.51M in Q3 2019. 238 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Stifel Financial held 5,151 shares of Sonic Automotive worth $437K as of Q2 2026.
  • Stifel Financial left its Sonic Automotive share count unchanged in Q2 2026.
  • Sonic Automotive made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3056 holding.
  • Stifel Financial first reported a position in Sonic Automotive in Q2 2019 and has held it in 27 quarters since.
  • Stifel Financial's Sonic Automotive position peaked at $2.51M in Q3 2019.
  • 238 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.