Merit Financial Group’s Lithia Motors LAD Stock Holding History

Merit 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 Q2	$235K	Buy	+810	New	+$230K	﹤0.01%	1991

Other funds holding LAD

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Merit Financial Group's LAD Position: Q2 2026 in Review

Merit Financial Group opened a new position in Lithia Motors (LAD) in Q2 2026: 810 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #1991 among its holdings.

58 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Merit Financial Group held 810 shares of Lithia Motors worth $235K as of Q2 2026.
Lithia Motors was a new Merit Financial Group position in Q2 2026.
Lithia Motors made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1991 holding.
58 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.