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 Q3	$3.79K	Sell	13 -8	-38%	-$2.79K	﹤0.01%	860
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

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Rare Wolf Capital Bellevue, Washington $169M AUM 24.68% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Bancorp's LAD Position: Q3 2026 in Review

Pinnacle Bancorp reduced its Lithia Motors (LAD) stake by 38% in Q3 2026, selling an estimated $2.79K and leaving 13 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Pinnacle Bancorp first reported a position in LAD in Q1 2025 and has held it in 7 quarters since. The position peaked at $20.9K in Q4 2025. 58 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

Pinnacle Bancorp held 13 shares of Lithia Motors worth $3.79K as of Q3 2026.
Pinnacle Bancorp sold 8 Lithia Motors shares in Q3 2026, an estimated $2.79K.
Lithia Motors made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q3 2026, its #860 holding.
Pinnacle Bancorp first reported a position in Lithia Motors in Q1 2025 and has held it in 7 quarters since.
Pinnacle Bancorp's Lithia Motors position peaked at $20.9K in Q4 2025.
58 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.