Lodestone Wealth Management
CACC icon

Lodestone Wealth Management’s Credit Acceptance CACC Stock Holding History

Lodestone Wealth Management’s Portfolio CACC Stock Details CACC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$811K Sell
1,528
-9
-0.6% -$5.34K 0.27% 86
2026
Q2 		$979K Buy
1,537
+81
+6% +$43.3K 0.35% 81
2026
Q1 		$617K Buy
1,456
+100
+7% +$47.2K 0.24% 91
2025
Q4 		$601K Buy
1,356
+124
+10% +$57.5K 0.24% 92
2025
Q3 		$575K Sell
1,232
-90
-7% -$44.9K 0.26% 91
2025
Q2 		$673K Buy
1,322
+131
+11% +$64.4K 0.33% 76
2025
Q1 		$615K Sell
1,191
-182
-13% -$90K 0.33% 75
2024
Q4 		$645K Sell
1,373
-101
-7% -$46.8K 0.32% 79
2024
Q3 		$654K Sell
1,474
-4
-0.3% -$1.96K 0.33% 74
2024
Q2 		$761K Sell
1,478
-19
-1% -$9.7K 0.4% 67
2024
Q1 		$826K Buy
1,497
+310
+26% +$170K 0.43% 66
2023
Q4 		$632K Buy
1,187
+91
+8% +$40.9K 0.37% 69
2023
Q3 		$504K Sell
1,096
-144
-12% -$72.9K 0.35% 68
2023
Q2 		$630K Sell
1,240
-44
-3% -$20.6K 0.43% 61
2023
Q1 		$551K Buy
1,284
+20
+2% +$8.79K 0.42% 64
2022
Q4 		$600K Buy
+1,264
New +$580K 0.48% 57

Other funds holding CACC

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CIA
Citadel Investment Advisory Chesterland, Ohio $218M AUM 5.34% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Nixon Peabody Trust
Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Lodestone Wealth Management's CACC Position: Q3 2026 in Review

Lodestone Wealth Management reduced its Credit Acceptance (CACC) stake by 0.59% in Q3 2026, selling an estimated $5.34K and leaving 1,528 shares worth $811K. The position accounts for 0.27% of the portfolio, ranked #86.

Lodestone Wealth Management first reported a position in CACC in Q4 2022 and has held it in 16 quarters since. The position peaked at $979K in Q2 2026. 44 funds tracked by Wall St. Rank hold CACC as of Q3 2026.

  • Lodestone Wealth Management held 1,528 shares of Credit Acceptance worth $811K as of Q3 2026.
  • Lodestone Wealth Management sold 9 Credit Acceptance shares in Q3 2026, an estimated $5.34K.
  • Credit Acceptance made up 0.27% of Lodestone Wealth Management's portfolio in Q3 2026, its #86 holding.
  • Lodestone Wealth Management first reported a position in Credit Acceptance in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Credit Acceptance position peaked at $979K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Credit Acceptance as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.