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

Community 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 		$5.52K Sell
19
-19
-50% -$5.4K ﹤0.01% 425
2026
Q1 		$9.53K Buy
+38
New +$11.3K ﹤0.01% 327

Other funds holding LAD

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Community Financial Services Group reduced its Lithia Motors (LAD) stake by 50% in Q2 2026, selling an estimated $5.4K and leaving 19 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Community Financial Services Group first reported a position in LAD in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.53K in Q1 2026. 61 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Community Financial Services Group held 19 shares of Lithia Motors worth $5.52K as of Q2 2026.
  • Community Financial Services Group sold 19 Lithia Motors shares in Q2 2026, an estimated $5.4K.
  • Lithia Motors made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #425 holding.
  • Community Financial Services Group first reported a position in Lithia Motors in Q1 2026 and has held it in 2 quarters since.
  • Community Financial Services Group's Lithia Motors position peaked at $9.53K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.