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Keating Financial Advisory Services’s Lithia Motors LAD Stock Holding History

Keating Financial Advisory Services’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
Q2 		$5.81K Buy
+20
New +$5.68K ﹤0.01% 1473
2026
Q1 		– Sell
-18
Closed -$5.35K – 2624
2025
Q4 		$5.98K Buy
+18
New +$5.72K ﹤0.01% 1238

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Keating Financial Advisory Services's LAD Position: Q2 2026 in Review

Keating Financial Advisory Services opened a new position in Lithia Motors (LAD) in Q2 2026: 20 shares worth $5.81K. The stake represents ﹤0.01% of the portfolio and ranks #1473 among its holdings. This is a return to the name: Keating Financial Advisory Services previously reported a position in LAD as recently as Q4 2025.

Keating Financial Advisory Services first reported a position in LAD in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.98K in Q4 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Keating Financial Advisory Services held 20 shares of Lithia Motors worth $5.81K as of Q2 2026.
  • Lithia Motors was a new Keating Financial Advisory Services position in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1473 holding.
  • Keating Financial Advisory Services first reported a position in Lithia Motors in Q4 2025 and has held it in 2 quarters since.
  • Keating Financial Advisory Services's Lithia Motors position peaked at $5.98K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.