Patriot Financial Group Insurance Agency’s Lithia Motors LAD Stock Holding History

Patriot Financial Group Insurance Agency’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
2025 Q3	–	Sell	-610	Closed	-$206K	–	545
2025 Q2	$206K	Buy	+610	New	+$189K	0.02%	488
2022 Q3	–	Sell	-128	Closed	-$35K	–	1253
2022 Q2	$35K	Sell	128 -18	-12%	-$5.25K	0.01%	846
2022 Q1	$44K	Sell	146 -4	-3%	-$1.25K	0.01%	821
2021 Q4	$45K	Hold	150	–	–	0.01%	913
2021 Q3	$48K	Buy	150 +8	+6%	+$2.79K	0.01%	880
2021 Q2	$49K	Hold	142	–	–	0.01%	841
2021 Q1	$55K	Sell	142 -1	-0.7%	-$359	0.01%	736
2020 Q4	$42K	Hold	143	–	–	0.01%	737
2020 Q3	$33K	Hold	143	–	–	0.01%	642
2020 Q2	$22K	Sell	143 -38	-21%	-$4.35K	0.01%	719
2020 Q1	$15K	Buy	181 +81	+81%	+$9.77K	0.01%	734
2019 Q4	$15K	Hold	100	–	–	0.01%	746
2019 Q3	$13K	Hold	100	–	–	0.01%	752
2019 Q2	$12K	Hold	100	–	–	0.01%	766
2019 Q1	$9K	Hold	100	–	–	﹤0.01%	732
2018 Q4	$8K	Hold	100	–	–	0.01%	659
2018 Q3	$8K	Buy	+100	New	+$8.81K	﹤0.01%	667

Other funds holding LAD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LAD Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of Lithia Motors (LAD) in Q3 2025, closing a stake of 610 shares — an estimated $206K sold.

Patriot Financial Group Insurance Agency first reported a position in LAD in Q3 2018 and held it in 17 quarters. The position peaked at $206K in Q2 2025. 453 funds tracked by Wall St. Rank hold LAD as of Q3 2025.

Patriot Financial Group Insurance Agency reported no remaining Lithia Motors position as of Q3 2025 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 610 Lithia Motors shares in Q3 2025, an estimated $206K.
Patriot Financial Group Insurance Agency first reported a position in Lithia Motors in Q3 2018 and held it in 17 quarters.
Patriot Financial Group Insurance Agency's Lithia Motors position peaked at $206K in Q2 2025.
453 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.