SONIC AUTOMOTIVE INC (SAH) — Institutional Holders, Q2 2026 (page 3)
239 institutional investment managers reported a SAH position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 239. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SAH 13F holders ranked 201–239 of 239
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | CVA Family Office#201 · 25 sh | 25 | $2.1K | <0.01% | 0.0% |
| 202 | Essential Partners#202 · 23 sh | 23 | $1.9K | — | +4.5% |
| 203 | Bare Financial Services#203 · 22 sh | 22 | $1.9K | <0.01% | 0.0% |
| 204 | Keating Financial Advisory Services#204 · 20 sh | 20 | $1.7K | <0.01% | -4.8% |
| 205 | Rockefeller Capital Management L.P.#205 · 19 sh | 19 | $1.6K | 0.00% | +18.8% |
| 206 | True Wealth Design#206 · 18 sh | 18 | $1.5K | — | -5.3% |
| 207 | Physician Wealth Advisors#207 · 17 sh | 17 | $1.4K | — | 0.0% |
| 208 | SJS Investment Consulting#208 · 16 sh | 16 | $1.4K | — | +220.0% |
| 209 | JFS WEALTH ADVISORS#209 · 14 sh | 14 | $1.2K | <0.01% | +16.7% |
| 210 | Nykredit A/S#210 · 14 sh | 14 | $1.2K | 0.00% | — |
| 211 | Fortitude Family Office#211 · 14 sh | 14 | $1.2K | — | +7.7% |
| 212 | ACTION POINT FINANCIAL PLANNING#212 · 14 sh | 14 | $1.1K | <0.01% | New |
| 213 | HUNTINGTON NATIONAL BANK#213 · 13 sh | 13 | $1.1K | 0.00% | 0.0% |
| 214 | OSAIC#214 · 12 sh | 12 | $1.0K | 0.00% | 0.0% |
| 215 | Larson Financial Group#215 · 12 sh | 12 | $1.0K | 0.00% | New |
| 216 | Investors Portfolio Services#216 · 12 sh | 12 | $1.0K | <0.01% | +71.4% |
| 217 | BESSEMER GROUP#217 · 7 sh | 7 | $1.0K | 0.00% | 0.0% |
| 218 | Covestor Ltd#218 · 7 sh | 7 | $1.0K | <0.01% | +133.3% |
| 219 | IFP Advisors#219 · 11 sh | 11 | $933.00 | — | 0.0% |
| 220 | FARMERS & MERCHANTS INVESTMENTS#220 · 10 sh | 10 | $848.00 | — | 0.0% |
| 221 | MassMutual Private Wealth & , FSB#221 · 7 sh | 7 | $594.00 | — | 0.0% |
| 222 | Creative Capital Management Investments#222 · 7 sh | 7 | $594.00 | <0.01% | New |
| 223 | HFM Investment Advisors#223 · 6 sh | 6 | $509.00 | <0.01% | +200.0% |
| 224 | DiNuzzo Private Wealth#224 · 5 sh | 5 | $424.00 | — | +150.0% |
| 225 | GILPIN WEALTH MANAGEMENT#225 · 5 sh | 5 | $424.00 | — | +25.0% |
| 226 | Plante Moran Financial Advisors#226 · 4 sh | 4 | $339.00 | 0.00% | New |
| 227 | Ankerstar Wealth#227 · 3 sh | 3 | $256.00 | <0.01% | 0.0% |
| 228 | Clearstead Advisors#228 · 3 sh | 3 | $255.00 | 0.00% | New |
| 229 | Bay Harbor Wealth Management#229 · 3 sh | 3 | $254.00 | <0.01% | +200.0% |
| 230 | SIGNATUREFD#230 · 2 sh | 2 | $170.00 | — | 0.0% |
| 231 | Cedar Mountain Advisors#231 · 2 sh | 2 | $170.00 | — | New |
| 232 | Caitong International Asset Management , Ltd#232 · 2 sh | 2 | $170.00 | 0.00% | New |
| 233 | GHP Investment Advisors#233 · 1 sh | 1 | $85.00 | — | 0.0% |
| 234 | Davis Capital Management#234 · 1 sh | 1 | $85.00 | — | New |
| 235 | LRI Investments#235 · 1 sh | 1 | $85.00 | 0.00% | New |
| 236 | Hughes Financial Services#236 · 1 sh | 1 | $85.00 | 0.00% | New |
| 237 | DecisionPoint Financial#237 · 1 sh | 1 | $84.00 | 0.00% | New |
| 238 | Navigoe#238 · 3 sh | 3 | $0.00 | 0.00% | New |
| 239 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#239 · 15,546 sh | 15,546 | — | — | +13.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.