BWP
LAC

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
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

Other funds holding LAC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $79.8M AUM 24.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Balboa Wealth Partners's LAC Position: Q2 2026 in Review

Balboa Wealth Partners increased its Lithium Americas (LAC) stake by 31% in Q2 2026, buying an estimated $92.9K and bringing the position to 81,687 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #335.

Balboa Wealth Partners first reported a position in LAC in Q4 2023 and has held it in 11 quarters since. 275 funds tracked by Wall St. Rank hold LAC as of Q2 2026.

  • Balboa Wealth Partners held 81,687 shares of Lithium Americas worth $314K as of Q2 2026.
  • Balboa Wealth Partners bought 19,504 Lithium Americas shares in Q2 2026, an estimated $92.9K.
  • Lithium Americas made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #335 holding.
  • Balboa Wealth Partners first reported a position in Lithium Americas in Q4 2023 and has held it in 11 quarters since.
  • 275 funds tracked by Wall St. Rank held Lithium Americas as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.