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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
Q2 		$4.51K Sell
53
-2
-4% -$154 ﹤0.01% 726
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 $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

Valley National Advisers's SAH Position: Q2 2026 in Review

Valley National Advisers reduced its Sonic Automotive (SAH) stake by 3.6% in Q2 2026, selling an estimated $154 and leaving 53 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Valley National Advisers first reported a position in SAH in Q4 2021 and has held it in 19 quarters since. The position peaked at $214K in Q1 2023. 237 funds tracked by Wall St. Rank hold SAH as of Q2 2026.

  • Valley National Advisers held 53 shares of Sonic Automotive worth $4.51K as of Q2 2026.
  • Valley National Advisers sold 2 Sonic Automotive shares in Q2 2026, an estimated $154.
  • Sonic Automotive made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #726 holding.
  • Valley National Advisers first reported a position in Sonic Automotive in Q4 2021 and has held it in 19 quarters since.
  • Valley National Advisers's Sonic Automotive position peaked at $214K in Q1 2023.
  • 237 funds tracked by Wall St. Rank held Sonic Automotive as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.