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Valley National Advisers’s Sonic Automotive SAH Stock Holding History

Valley National Advisers’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 		$3K Hold
55
– – ﹤0.01% 746
2025
Q4 		$3K Buy
55
+1
+2% +$66 ﹤0.01% 748
2025
Q3 		$4K Sell
54
-62
-53% -$4.95K ﹤0.01% 677
2025
Q2 		$9K Sell
116
-142
-55% -$9.56K ﹤0.01% 589
2025
Q1 		$14K Sell
258
-196
-43% -$13.2K ﹤0.01% 520
2024
Q4 		$28K Sell
454
-565
-55% -$35K 0.01% 418
2024
Q3 		$59K Sell
1,019
-1,976
-66% -$114K 0.01% 342
2024
Q2 		$163K Sell
2,995
-138
-4% -$7.65K 0.02% 249
2024
Q1 		$178K Sell
3,133
-149
-5% -$7.89K 0.03% 249
2023
Q4 		$184K Sell
3,282
-393
-11% -$19.7K 0.03% 241
2023
Q3 		$176K Sell
3,675
-114
-3% -$5.8K 0.03% 251
2023
Q2 		$181K Sell
3,789
-256
-6% -$11.8K 0.03% 253
2023
Q1 		$214K Sell
4,045
-2
-0% -$108 0.04% 235
2022
Q4 		$203K Sell
4,047
-459
-10% -$22K 0.04% 240
2022
Q3 		$208K Sell
4,506
-48
-1% -$2.17K 0.04% 236
2022
Q2 		$169K Sell
4,554
-41
-0.9% -$1.76K 0.04% 238
2022
Q1 		$196K Buy
4,595
+555
+14% +$27.3K 0.04% 234
2021
Q4 		$200K Buy
+4,040
New +$202K 0.04% 226

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

Valley National Advisers's SAH Position: Q1 2026 in Review

Valley National Advisers held its Sonic Automotive (SAH) position steady in Q1 2026 at 55 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Valley National Advisers first reported a position in SAH in Q4 2021 and has held it in 18 quarters since. The position peaked at $214K in Q1 2023. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

  • Valley National Advisers held 55 shares of Sonic Automotive worth $3K as of Q1 2026.
  • Valley National Advisers left its Sonic Automotive share count unchanged in Q1 2026.
  • Sonic Automotive made up ﹤0.01% of Valley National Advisers's portfolio in Q1 2026, its #746 holding.
  • Valley National Advisers first reported a position in Sonic Automotive in Q4 2021 and has held it in 18 quarters since.
  • Valley National Advisers's Sonic Automotive position peaked at $214K in Q1 2023.
  • 225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.