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Twin Peaks Wealth Advisors’s Sonic Automotive SAH Stock Holding History

Twin Peaks Wealth Advisors’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 		$2.54K Buy
+37
New +$2.31K ﹤0.01% 1633
2025
Q3 		– Sell
-12
Closed -$942 – 1716
2025
Q2 		$942 Buy
+12
New +$808 ﹤0.01% 1788

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

Twin Peaks Wealth Advisors's SAH Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Sonic Automotive (SAH) in Q1 2026: 37 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #1633 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SAH as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SAH in Q2 2025 and has held it in 2 quarters since. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Twin Peaks Wealth Advisors held 37 shares of Sonic Automotive worth $2.54K as of Q1 2026.
  • Sonic Automotive was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Sonic Automotive made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1633 holding.
  • Twin Peaks Wealth Advisors first reported a position in Sonic Automotive in Q2 2025 and has held it in 2 quarters since.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.