Capital Advisors Ltd’s Lithium Americas LAC Stock Holding History

Capital Advisors Ltd’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	$3K	Hold	1,000	–	–	﹤0.01%	1169
2026 Q2	$4K	Hold	1,000	–	–	﹤0.01%	1007
2026 Q1	$4K	Sell	1,000 -500	-33%	-$2.46K	﹤0.01%	1001
2025 Q4	$7K	Hold	1,500	–	–	﹤0.01%	880
2025 Q3	$9K	Hold	1,500	–	–	﹤0.01%	824
2025 Q2	$4K	Buy	+1,500	New	+$4.16K	﹤0.01%	967

Other funds holding LAC

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

HAM

Hedges Asset Management Reno, Nevada $144M AUM

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Capital Advisors Ltd's LAC Position: Q3 2026 in Review

Capital Advisors Ltd held its Lithium Americas (LAC) position steady in Q3 2026 at 1,000 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Capital Advisors Ltd first reported a position in LAC in Q2 2025 and has held it in 6 quarters since. The position peaked at $9K in Q3 2025. 70 funds tracked by Wall St. Rank hold LAC as of Q3 2026.

Capital Advisors Ltd held 1,000 shares of Lithium Americas worth $3K as of Q3 2026.
Capital Advisors Ltd left its Lithium Americas share count unchanged in Q3 2026.
Lithium Americas made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1169 holding.
Capital Advisors Ltd first reported a position in Lithium Americas in Q2 2025 and has held it in 6 quarters since.
Capital Advisors Ltd's Lithium Americas position peaked at $9K in Q3 2025.
70 funds tracked by Wall St. Rank held Lithium Americas as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.