Ballentine Partners’s Lithium Americas LAC Stock Holding History

Ballentine 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	$90.5K	Buy	23,515 +385	+2%	+$1.83K	﹤0.01%	1057
2026 Q1	$91.4K	Sell	23,130 -52	-0.2%	-$255	﹤0.01%	988
2025 Q4	$101K	Sell	23,182 -1,720	-7%	-$9.93K	﹤0.01%	966
2025 Q3	$142K	Buy	24,902 +6,164	+33%	+$19.5K	﹤0.01%	955
2025 Q2	$50.2K	Buy	18,738 +863	+5%	+$2.39K	﹤0.01%	964
2025 Q1	$48.4K	Sell	17,875 -3,380	-16%	-$10.2K	﹤0.01%	886
2024 Q4	$63.1K	Sell	21,255 -3,388	-14%	-$11.7K	﹤0.01%	862
2024 Q3	$66.5K	Buy	+24,643	New	+$62.6K	﹤0.01%	819

Other funds holding LAC

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IIM

IFC & Insurance Marketing Auburn, California $114M AUM

APW

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Ballentine Partners's LAC Position: Q2 2026 in Review

Ballentine Partners increased its Lithium Americas (LAC) stake by 1.7% in Q2 2026, buying an estimated $1.83K and bringing the position to 23,515 shares worth $90.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Ballentine Partners first reported a position in LAC in Q3 2024 and has held it in 8 quarters since. The position peaked at $142K in Q3 2025. 30 funds tracked by Wall St. Rank hold LAC as of Q2 2026.

Ballentine Partners held 23,515 shares of Lithium Americas worth $90.5K as of Q2 2026.
Ballentine Partners bought 385 Lithium Americas shares in Q2 2026, an estimated $1.83K.
Lithium Americas made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #1057 holding.
Ballentine Partners first reported a position in Lithium Americas in Q3 2024 and has held it in 8 quarters since.
Ballentine Partners's Lithium Americas position peaked at $142K in Q3 2025.
30 funds tracked by Wall St. Rank held Lithium Americas as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.