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BOK Financial’s Lithia Motors LAD Stock Holding History

BOK Financial’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
2025
Q4 		– Sell
-50
Closed -$15.8K – 1074
2025
Q3 		$15.8K Buy
+50
New +$16.1K ﹤0.01% 980
2024
Q4 		– Sell
-1
Closed -$303 – 1394
2024
Q3 		$303 Hold
1
– – ﹤0.01% 1295
2024
Q2 		$252 Hold
1
– – ﹤0.01% 1147
2024
Q1 		$296 Hold
1
– – ﹤0.01% 1154
2023
Q4 		$329 Hold
1
– – ﹤0.01% 1200
2023
Q3 		$242 Buy
+1
New +$305 ﹤0.01% 1132
2022
Q3 		– Sell
-1,761
Closed -$484K – 922
2022
Q2 		$484K Sell
1,761
-15
-0.8% -$4.37K 0.01% 681
2022
Q1 		$533K Sell
1,776
-544
-23% -$170K 0.01% 718
2021
Q4 		$689K Buy
2,320
+206
+10% +$63.6K 0.01% 660
2021
Q3 		$670K Buy
+2,114
New +$736K 0.01% 667

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

BOK Financial's LAD Position: Q4 2025 in Review

BOK Financial sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 50 shares — an estimated $15.8K sold.

BOK Financial first reported a position in LAD in Q3 2021 and held it in 10 quarters. The position peaked at $689K in Q4 2021. 478 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • BOK Financial reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
  • BOK Financial sold 50 Lithia Motors shares in Q4 2025, an estimated $15.8K.
  • BOK Financial first reported a position in Lithia Motors in Q3 2021 and held it in 10 quarters.
  • BOK Financial's Lithia Motors position peaked at $689K in Q4 2021.
  • 478 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on BOK Financial's 13F filing for Q4 2025, filed 3 Feb 2026.