Kestra Advisory Services
LAC icon

Kestra Advisory Services’s Lithium Americas LAC Stock Holding History

Kestra Advisory Services’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 		$33.8K Sell
12,842
-855
-6% -$2.62K ﹤0.01% 3403
2026
Q2 		$52.7K Sell
13,697
-2,141
-14% -$10.2K ﹤0.01% 3210
2026
Q1 		$62.6K Buy
15,838
+6,286
+66% +$30.9K ﹤0.01% 3055
2025
Q4 		$41.6K Buy
+9,552
New +$55.1K ﹤0.01% 4062
2025
Q2 		– Sell
-9,885
Closed -$26.8K – 2916
2025
Q1 		$26.8K Sell
9,885
-2,487
-20% -$7.49K ﹤0.01% 2683
2024
Q4 		$36.7K Sell
12,372
-3,298
-21% -$11.4K ﹤0.01% 2622
2024
Q3 		$42.3K Sell
15,670
-610
-4% -$1.55K ﹤0.01% 2506
2024
Q2 		$43.6K Buy
16,280
+2,694
+20% +$11.9K ﹤0.01% 2565
2024
Q1 		$91.3K Sell
13,586
-7,520
-36% -$39.1K ﹤0.01% 2373
2023
Q4 		$135K Buy
+21,106
New +$157K ﹤0.01% 2166

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Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Cedrus Wealth Group LLC
Cedrus Wealth Group LLC Andover, Minnesota $129M AUM 13.93% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $189B AUM 37.1% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

Kestra Advisory Services's LAC Position: Q3 2026 in Review

Kestra Advisory Services reduced its Lithium Americas (LAC) stake by 6.2% in Q3 2026, selling an estimated $2.62K and leaving 12,842 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3403.

Kestra Advisory Services first reported a position in LAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $135K in Q4 2023. 189 funds tracked by Wall St. Rank hold LAC as of Q3 2026.

  • Kestra Advisory Services held 12,842 shares of Lithium Americas worth $33.8K as of Q3 2026.
  • Kestra Advisory Services sold 855 Lithium Americas shares in Q3 2026, an estimated $2.62K.
  • Lithium Americas made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3403 holding.
  • Kestra Advisory Services first reported a position in Lithium Americas in Q4 2023 and has held it in 10 quarters since.
  • Kestra Advisory Services's Lithium Americas position peaked at $135K in Q4 2023.
  • 189 funds tracked by Wall St. Rank held Lithium Americas as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.