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Clark Financial Services Group’s Lithia Motors LAD Stock Holding History

Clark Financial Services Group’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 		– Sell
-813
Closed -$203K – 110
2026
Q1 		$203K Buy
813
+39
+5% +$11.6K 0.11% 110
2025
Q4 		$254K Buy
+774
New +$246K 0.14% 95

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

Clark Financial Services Group's LAD Position: Q2 2026 in Review

Clark Financial Services Group sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 813 shares — an estimated $203K sold.

Clark Financial Services Group first reported a position in LAD in Q4 2025 and held it in 2 quarters. The position peaked at $254K in Q4 2025. 440 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Clark Financial Services Group reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
  • Clark Financial Services Group sold 813 Lithia Motors shares in Q2 2026, an estimated $203K.
  • Clark Financial Services Group first reported a position in Lithia Motors in Q4 2025 and held it in 2 quarters.
  • Clark Financial Services Group's Lithia Motors position peaked at $254K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.