Balboa Wealth Partners
LAC icon

Balboa Wealth Partners’s Lithium Americas LAC Stock Holding History

Balboa Wealth Partners’s Portfolio LAC Stock Details LAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$214K Sell
81,535
-152
-0.2% -$466 0.03% 431
2026
Q2 		$314K Buy
81,687
+19,504
+31% +$92.9K 0.04% 335
2026
Q1 		$246K Sell
62,183
-240
-0.4% -$1.18K 0.04% 352
2025
Q4 		$272K Buy
62,423
+14,405
+30% +$83.2K 0.05% 311
2025
Q3 		$274K Sell
48,018
-2,055
-4% -$6.49K 0.05% 292
2025
Q2 		$134K Sell
50,073
-3,945
-7% -$10.9K 0.03% 329
2025
Q1 		$146K Buy
54,018
+2,900
+6% +$8.74K 0.04% 274
2024
Q4 		$152K Buy
51,118
+7,000
+16% +$24.3K 0.03% 283
2024
Q3 		$119K Sell
44,118
-2,400
-5% -$6.1K 0.03% 274
2024
Q2 		$125K Buy
46,518
+291
+0.6% +$1.29K 0.03% 259
2024
Q1 		$311K Sell
46,227
-205
-0.4% -$1.06K 0.09% 160
2023
Q4 		$297K Buy
+46,432
New +$346K 0.1% 159

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Marshall Wace
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $109B AUM 29.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Balboa Wealth Partners's LAC Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Lithium Americas (LAC) stake by 0.19% in Q3 2026, selling an estimated $466 and leaving 81,535 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #431.

Balboa Wealth Partners first reported a position in LAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $314K in Q2 2026. 228 funds tracked by Wall St. Rank hold LAC as of Q3 2026.

  • Balboa Wealth Partners held 81,535 shares of Lithium Americas worth $214K as of Q3 2026.
  • Balboa Wealth Partners sold 152 Lithium Americas shares in Q3 2026, an estimated $466.
  • Lithium Americas made up 0.03% of Balboa Wealth Partners's portfolio in Q3 2026, its #431 holding.
  • Balboa Wealth Partners first reported a position in Lithium Americas in Q4 2023 and has held it in 12 quarters since.
  • Balboa Wealth Partners's Lithium Americas position peaked at $314K in Q2 2026.
  • 228 funds tracked by Wall St. Rank held Lithium Americas as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.