Mather Group’s Lithia Motors LAD Stock Holding History

Mather 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	$74.4K	Buy	255 +10	+4%	+$3.48K	﹤0.01%	1045
2026 Q2	$71.2K	Hold	245	–	–	﹤0.01%	1021
2026 Q1	$61.2K	Buy	+245	New	+$72.8K	﹤0.01%	1014
2025 Q4	–	Sell	-256	Closed	-$80.9K	–	1197
2025 Q3	$80.9K	Buy	+256	New	+$82.6K	﹤0.01%	806
2025 Q2	–	Sell	-288	Closed	-$84.5K	–	1224
2025 Q1	$84.5K	Hold	288	–	–	﹤0.01%	786
2024 Q4	$103K	Hold	288	–	–	﹤0.01%	733
2024 Q3	$91.5K	Sell	288 -54	-16%	-$15.1K	﹤0.01%	756
2024 Q2	$103K	Sell	342 -3	-0.9%	-$785	﹤0.01%	804
2024 Q1	$114K	Buy	+345	New	+$102K	﹤0.01%	671

Other funds holding LAD

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

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Rare Wolf Capital Bellevue, Washington $169M AUM 24.68% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group's LAD Position: Q3 2026 in Review

Mather Group increased its Lithia Motors (LAD) stake by 4.1% in Q3 2026, buying an estimated $3.48K and bringing the position to 255 shares worth $74.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Mather Group first reported a position in LAD in Q1 2024 and has held it in 9 quarters since. The position peaked at $114K in Q1 2024. 56 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

Mather Group held 255 shares of Lithia Motors worth $74.4K as of Q3 2026.
Mather Group bought 10 Lithia Motors shares in Q3 2026, an estimated $3.48K.
Lithia Motors made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1045 holding.
Mather Group first reported a position in Lithia Motors in Q1 2024 and has held it in 9 quarters since.
Mather Group's Lithia Motors position peaked at $114K in Q1 2024.
56 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.