NECFA
LAC

New England Capital Financial Advisors’s Lithium Americas LAC Stock Holding History

New England Capital Financial Advisors’s Portfolio LAC Stock Details LAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$193 Hold
50
– – ﹤0.01% 416
2026
Q1 		$198 Hold
50
– – ﹤0.01% 409
2025
Q4 		$218 Hold
50
– – ﹤0.01% 405
2025
Q3 		$286 Hold
50
– – ﹤0.01% 402
2025
Q2 		$134 Hold
50
– – ﹤0.01% 408
2025
Q1 		$136 Hold
50
– – ﹤0.01% 379
2024
Q4 		$149 Hold
50
– – ﹤0.01% 395
2024
Q3 		$135 Hold
50
– – ﹤0.01% 384
2024
Q2 		$134 Hold
50
– – ﹤0.01% 381
2024
Q1 		$336 Hold
50
– – ﹤0.01% 372
2023
Q4 		$320 Buy
+50
New +$372 ﹤0.01% 374

Other funds holding LAC

TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
HAM
Hedges Asset Management Reno, Nevada $152M AUM

New England Capital Financial Advisors's LAC Position: Q2 2026 in Review

New England Capital Financial Advisors held its Lithium Americas (LAC) position steady in Q2 2026 at 50 shares worth $193. The position accounts for ﹤0.01% of the portfolio, ranked #416.

New England Capital Financial Advisors first reported a position in LAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $336 in Q1 2024. 76 funds tracked by Wall St. Rank hold LAC as of Q2 2026.

  • New England Capital Financial Advisors held 50 shares of Lithium Americas worth $193 as of Q2 2026.
  • New England Capital Financial Advisors left its Lithium Americas share count unchanged in Q2 2026.
  • Lithium Americas made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #416 holding.
  • New England Capital Financial Advisors first reported a position in Lithium Americas in Q4 2023 and has held it in 11 quarters since.
  • New England Capital Financial Advisors's Lithium Americas position peaked at $336 in Q1 2024.
  • 76 funds tracked by Wall St. Rank held Lithium Americas as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.