Financial Management Professionals’s Lithium Americas LAC Stock Holding History

Financial Management Professionals’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 Q3	$1.58K	Hold	600	–	–	﹤0.01%	805
2026 Q2	$2.31K	Hold	600	–	–	﹤0.01%	778
2026 Q1	$2.37K	Hold	600	–	–	﹤0.01%	707
2025 Q4	$2.62K	Hold	600	–	–	﹤0.01%	690
2025 Q3	$3.43K	Hold	600	–	–	﹤0.01%	639
2025 Q2	$1.61K	Hold	600	–	–	﹤0.01%	774
2025 Q1	$1.63K	Hold	600	–	–	﹤0.01%	765
2024 Q4	$1.78K	Buy	+600	New	+$2.08K	﹤0.01%	742

Other funds holding LAC

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Financial Management Professionals's LAC Position: Q3 2026 in Review

Financial Management Professionals held its Lithium Americas (LAC) position steady in Q3 2026 at 600 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Financial Management Professionals first reported a position in LAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.43K in Q3 2025. 52 funds tracked by Wall St. Rank hold LAC as of Q3 2026.

Financial Management Professionals held 600 shares of Lithium Americas worth $1.58K as of Q3 2026.
Financial Management Professionals left its Lithium Americas share count unchanged in Q3 2026.
Lithium Americas made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #805 holding.
Financial Management Professionals first reported a position in Lithium Americas in Q4 2024 and has held it in 8 quarters since.
Financial Management Professionals's Lithium Americas position peaked at $3.43K in Q3 2025.
52 funds tracked by Wall St. Rank held Lithium Americas as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.