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Bare Financial Services’s Lithia Motors LAD Stock Holding History

Bare Financial Services’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$581 Buy
+2
New +$568 ﹤0.01% 1620
2026
Q1 		– Sell
-12
Closed -$3.99K – 1814
2025
Q4 		$3.99K Buy
12
+7
+140% +$2.22K ﹤0.01% 620
2025
Q3 		$1.58K Hold
5
– – ﹤0.01% 878
2025
Q2 		$1.69K Hold
5
– – ﹤0.01% 770
2025
Q1 		$1.47K Buy
+5
New +$1.7K ﹤0.01% 405

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Bare Financial Services's LAD Position: Q2 2026 in Review

Bare Financial Services opened a new position in Lithia Motors (LAD) in Q2 2026: 2 shares worth $581. The stake represents ﹤0.01% of the portfolio and ranks #1620 among its holdings. This is a return to the name: Bare Financial Services previously reported a position in LAD as recently as Q4 2025.

Bare Financial Services first reported a position in LAD in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.99K in Q4 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Bare Financial Services held 2 shares of Lithia Motors worth $581 as of Q2 2026.
  • Lithia Motors was a new Bare Financial Services position in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1620 holding.
  • Bare Financial Services first reported a position in Lithia Motors in Q1 2025 and has held it in 5 quarters since.
  • Bare Financial Services's Lithia Motors position peaked at $3.99K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.