FFA
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Farther Finance Advisors’s Lithia Motors LAD Stock Holding History

Farther Finance Advisors’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
Q3 		$53.1K Buy
182
+79
+77% +$27.5K ﹤0.01% 3371
2026
Q2 		$29.9K Buy
103
+41
+66% +$11.7K ﹤0.01% 3666
2026
Q1 		$15.6K Buy
62
+27
+77% +$8.02K ﹤0.01% 3827
2025
Q4 		$11.7K Sell
35
-233
-87% -$74K ﹤0.01% 3810
2025
Q3 		$84.7K Buy
268
+257
+2,336% +$82.9K ﹤0.01% 2128
2025
Q2 		$3.74K Sell
11
-10
-48% -$3.09K ﹤0.01% 3473
2025
Q1 		$6.25K Sell
21
-1
-5% -$341 ﹤0.01% 2953
2024
Q4 		$7.89K Buy
22
+5
+29% +$1.76K ﹤0.01% 2476
2024
Q3 		$5.41K Buy
17
+7
+70% +$1.95K ﹤0.01% 2614
2024
Q2 		$2.52K Buy
10
+5
+100% +$1.31K ﹤0.01% 2696
2024
Q1 		$1.48K Sell
5
-2
-29% -$591 ﹤0.01% 2615
2023
Q4 		$2.31K Buy
7
+3
+75% +$823 ﹤0.01% 2377
2023
Q3 		$1.18K Buy
4
+2
+100% +$610 ﹤0.01% 2028
2023
Q2 		$608 Buy
+2
New +$479 ﹤0.01% 2101

Other funds holding LAD

RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's LAD Position: Q3 2026 in Review

Farther Finance Advisors increased its Lithia Motors (LAD) stake by 77% in Q3 2026, buying an estimated $27.5K and bringing the position to 182 shares worth $53.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3371.

Farther Finance Advisors first reported a position in LAD in Q2 2023 and has held it in 14 quarters since. The position peaked at $84.7K in Q3 2025. 13 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Farther Finance Advisors held 182 shares of Lithia Motors worth $53.1K as of Q3 2026.
  • Farther Finance Advisors bought 79 Lithia Motors shares in Q3 2026, an estimated $27.5K.
  • Lithia Motors made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3371 holding.
  • Farther Finance Advisors first reported a position in Lithia Motors in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's Lithia Motors position peaked at $84.7K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.