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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

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

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. 445 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.
  • 445 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.