Concord Wealth Partners’s Lithium Americas LAC Stock Holding History

Concord Wealth Partners’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	$273	Buy	+71	New	+$338	﹤0.01%	837
2026 Q1	–	Sell	-71	Closed	-$309	–	532
2025 Q4	$309	Hold	71	–	–	﹤0.01%	791
2025 Q3	$404	Hold	71	–	–	﹤0.01%	776
2025 Q2	$190	Hold	71	–	–	﹤0.01%	810
2025 Q1	$192	Hold	71	–	–	﹤0.01%	778
2024 Q4	$210	Sell	71 -200	-74%	-$693	﹤0.01%	891
2024 Q3	$731	Buy	271 +200	+282%	+$508	﹤0.01%	869
2024 Q2	$190	Sell	71 -200	-74%	-$884	﹤0.01%	793
2024 Q1	$1.82K	Hold	271	–	–	﹤0.01%	760
2023 Q4	$1.73K	Buy	+271	New	+$2.02K	﹤0.01%	727

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

Concord Wealth Partners's LAC Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Lithium Americas (LAC) in Q2 2026: 71 shares worth $273. The stake represents ﹤0.01% of the portfolio and ranks #837 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in LAC as recently as Q4 2025.

Concord Wealth Partners first reported a position in LAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.82K in Q1 2024. 276 funds tracked by Wall St. Rank hold LAC as of Q2 2026.

Concord Wealth Partners held 71 shares of Lithium Americas worth $273 as of Q2 2026.
Lithium Americas was a new Concord Wealth Partners position in Q2 2026.
Lithium Americas made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #837 holding.
Concord Wealth Partners first reported a position in Lithium Americas in Q4 2023 and has held it in 10 quarters since.
Concord Wealth Partners's Lithium Americas position peaked at $1.82K in Q1 2024.
276 funds tracked by Wall St. Rank held Lithium Americas as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.