Merit Financial Group
LAD icon

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
Q3 		$387K Buy
1,326
+516
+64% +$180K ﹤0.01% 1736
2026
Q2 		$235K Buy
+810
New +$230K ﹤0.01% 1991

Other funds holding LAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bridges Investment Management
Bridges Investment Management Omaha, Nebraska $8.46B AUM 16.39% 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

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

Merit Financial Group increased its Lithia Motors (LAD) stake by 64% in Q3 2026, buying an estimated $180K and bringing the position to 1,326 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Merit Financial Group first reported a position in LAD in Q2 2026 and has held it in 2 quarters since. 254 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Merit Financial Group held 1,326 shares of Lithia Motors worth $387K as of Q3 2026.
  • Merit Financial Group bought 516 Lithia Motors shares in Q3 2026, an estimated $180K.
  • Lithia Motors made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1736 holding.
  • Merit Financial Group first reported a position in Lithia Motors in Q2 2026 and has held it in 2 quarters since.
  • 254 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.