Larson Financial Group
LAD icon

Larson Financial Group’s Lithia Motors LAD Stock Holding History

Larson Financial Group’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 		$27.4K Buy
94
+93
+9,300% +$32.4K ﹤0.01% 1906
2026
Q2 		$290 Sell
1
-3
-75% -$853 ﹤0.01% 3567
2026
Q1 		$999 Sell
4
-3
-43% -$891 ﹤0.01% 3156
2025
Q4 		$2.33K Hold
7
– – ﹤0.01% 2735
2025
Q3 		$2.21K Buy
7
+1
+17% +$323 ﹤0.01% 2664
2025
Q2 		$2.03K Sell
6
-2
-25% -$619 ﹤0.01% 2403
2025
Q1 		$2.35K Buy
8
+5
+167% +$1.7K ﹤0.01% 2117
2024
Q4 		$1.07K Hold
3
– – ﹤0.01% 2032
2024
Q3 		$953 Hold
3
– – ﹤0.01% 2001
2024
Q2 		$757 Buy
+3
New +$785 ﹤0.01% 1763
2023
Q4 		– Sell
-4
Closed -$1.18K – 1865
2023
Q3 		$1.18K Buy
+4
New +$1.22K ﹤0.01% 1463

Other funds holding LAD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Larson Financial Group's LAD Position: Q3 2026 in Review

Larson Financial Group increased its Lithia Motors (LAD) stake by 9,300% in Q3 2026, buying an estimated $32.4K and bringing the position to 94 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Larson Financial Group first reported a position in LAD in Q3 2023 and has held it in 11 quarters since. 226 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Larson Financial Group held 94 shares of Lithia Motors worth $27.4K as of Q3 2026.
  • Larson Financial Group bought 93 Lithia Motors shares in Q3 2026, an estimated $32.4K.
  • Lithia Motors made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1906 holding.
  • Larson Financial Group first reported a position in Lithia Motors in Q3 2023 and has held it in 11 quarters since.
  • 226 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.