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Pinnacle Bancorp’s Lithia Motors LAD Stock Holding History

Pinnacle Bancorp’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 		$6.1K Buy
21
+7
+50% +$1.99K ﹤0.01% 820
2026
Q1 		$3.5K Sell
14
-49
-78% -$14.6K ﹤0.01% 836
2025
Q4 		$20.9K Hold
63
– – 0.01% 589
2025
Q3 		$19.9K Buy
63
+8
+15% +$2.58K 0.01% 622
2025
Q2 		$18.6K Hold
55
– – 0.01% 611
2025
Q1 		$16.1K Buy
+55
New +$18.7K 0.01% 624

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Pinnacle Bancorp's LAD Position: Q2 2026 in Review

Pinnacle Bancorp increased its Lithia Motors (LAD) stake by 50% in Q2 2026, buying an estimated $1.99K and bringing the position to 21 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Pinnacle Bancorp first reported a position in LAD in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.9K in Q4 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Pinnacle Bancorp held 21 shares of Lithia Motors worth $6.1K as of Q2 2026.
  • Pinnacle Bancorp bought 7 Lithia Motors shares in Q2 2026, an estimated $1.99K.
  • Lithia Motors made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #820 holding.
  • Pinnacle Bancorp first reported a position in Lithia Motors in Q1 2025 and has held it in 6 quarters since.
  • Pinnacle Bancorp's Lithia Motors position peaked at $20.9K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.