Center for Financial Planning’s Lithium Americas LAC Stock Holding History

Center for Financial Planning’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	$1.24K	Hold	321	–	–	﹤0.01%	602
2026 Q1	$1.27K	Hold	321	–	–	﹤0.01%	597
2025 Q4	$1.4K	Hold	321	–	–	﹤0.01%	629
2025 Q3	$1.83K	Hold	321	–	–	﹤0.01%	595
2025 Q2	$861	Hold	321	–	–	﹤0.01%	601
2025 Q1	$870	Hold	321	–	–	﹤0.01%	648
2024 Q4	$954	Hold	321	–	–	﹤0.01%	613
2024 Q3	$867	Hold	321	–	–	﹤0.01%	523
2024 Q2	$861	Hold	321	–	–	﹤0.01%	534
2024 Q1	$2.16K	Buy	+321	New	+$1.67K	﹤0.01%	515

Other funds holding LAC

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Center for Financial Planning's LAC Position: Q2 2026 in Review

Center for Financial Planning held its Lithium Americas (LAC) position steady in Q2 2026 at 321 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Center for Financial Planning first reported a position in LAC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.16K in Q1 2024. 275 funds tracked by Wall St. Rank hold LAC as of Q2 2026.

Center for Financial Planning held 321 shares of Lithium Americas worth $1.24K as of Q2 2026.
Center for Financial Planning left its Lithium Americas share count unchanged in Q2 2026.
Lithium Americas made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #602 holding.
Center for Financial Planning first reported a position in Lithium Americas in Q1 2024 and has held it in 10 quarters since.
Center for Financial Planning's Lithium Americas position peaked at $2.16K in Q1 2024.
275 funds tracked by Wall St. Rank held Lithium Americas as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.