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First Citizens Bank & Trust’s Lithia Motors LAD Stock Holding History

First Citizens Bank & Trust’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
2025
Q4 		– Sell
-3,011
Closed -$951K – 660
2025
Q3 		$951K Buy
3,011
+41
+1% +$13.2K 0.02% 298
2025
Q2 		$1M Buy
2,970
+2,187
+279% +$676K 0.02% 281
2025
Q1 		$230K Buy
783
+16
+2% +$5.45K 0.01% 449
2024
Q4 		$274K Buy
767
+99
+15% +$34.9K 0.01% 406
2024
Q3 		$212K Buy
+668
New +$186K ﹤0.01% 442
2022
Q3 		– Sell
-1,083
Closed -$298K – 353
2022
Q2 		$298K Sell
1,083
-4
-0.4% -$1.17K 0.01% 280
2022
Q1 		$326K Buy
1,087
+11
+1% +$3.43K 0.01% 288
2021
Q4 		$320K Buy
1,076
+39
+4% +$12K 0.01% 288
2021
Q3 		$329K Buy
1,037
+177
+21% +$61.6K 0.02% 271
2021
Q2 		$296K Sell
860
-356
-29% -$129K 0.01% 293
2021
Q1 		$474K Sell
1,216
-219
-15% -$78.7K 0.02% 216
2020
Q4 		$420K Buy
+1,435
New +$393K 0.02% 224
2020
Q3 		– Sell
-1,758
Closed -$266K – 396
2020
Q2 		$266K Buy
+1,758
New +$201K 0.02% 280

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

First Citizens Bank & Trust's LAD Position: Q4 2025 in Review

First Citizens Bank & Trust sold out of Lithia Motors (LAD) in Q4 2025, closing a stake of 3,011 shares — an estimated $951K sold.

First Citizens Bank & Trust first reported a position in LAD in Q2 2020 and held it in 13 quarters. The position peaked at $1M in Q2 2025. 478 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • First Citizens Bank & Trust reported no remaining Lithia Motors position as of Q4 2025 after selling out during the quarter.
  • First Citizens Bank & Trust sold 3,011 Lithia Motors shares in Q4 2025, an estimated $951K.
  • First Citizens Bank & Trust first reported a position in Lithia Motors in Q2 2020 and held it in 13 quarters.
  • First Citizens Bank & Trust's Lithia Motors position peaked at $1M in Q2 2025.
  • 478 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on First Citizens Bank & Trust's 13F filing for Q4 2025, filed 18 Feb 2026.