Whittier Trust’s Sonic Automotive SAH Stock Holding History

Whittier Trust’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	–	Sell	-128	Closed	-$8.12K	–	1420
2025 Q4	$8.12K	Sell	128 -3	-2%	-$199	﹤0.01%	1164
2025 Q3	$9.97K	Buy	+131	New	+$10.4K	﹤0.01%	1123

Other funds holding SAH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Whittier Trust's SAH Position: Q1 2026 in Review

Whittier Trust sold out of Sonic Automotive (SAH) in Q1 2026, closing a stake of 128 shares — an estimated $8.12K sold.

Whittier Trust first reported a position in SAH in Q3 2025 and held it in 2 quarters. The position peaked at $9.97K in Q3 2025. 225 funds tracked by Wall St. Rank hold SAH as of Q1 2026.

Whittier Trust reported no remaining Sonic Automotive position as of Q1 2026 after selling out during the quarter.
Whittier Trust sold 128 Sonic Automotive shares in Q1 2026, an estimated $8.12K.
Whittier Trust first reported a position in Sonic Automotive in Q3 2025 and held it in 2 quarters.
Whittier Trust's Sonic Automotive position peaked at $9.97K in Q3 2025.
225 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.