Focus Partners Advisor Solutions’s Lithia Motors LAD Stock Holding History

Focus Partners Advisor Solutions’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	$367K	Buy	+1,259	New	+$439K	﹤0.01%	1020

Other funds holding LAD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bridges Investment Management Omaha, Nebraska $8.46B AUM 16.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Focus Partners Advisor Solutions's LAD Position: Q3 2026 in Review

Focus Partners Advisor Solutions opened a new position in Lithia Motors (LAD) in Q3 2026: 1,259 shares worth $367K. The stake represents ﹤0.01% of the portfolio and ranks #1020 among its holdings.

262 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

Focus Partners Advisor Solutions held 1,259 shares of Lithia Motors worth $367K as of Q3 2026.
Lithia Motors was a new Focus Partners Advisor Solutions position in Q3 2026.
Lithia Motors made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2026, its #1020 holding.
262 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.