Raymond James Financial
LAD icon

Raymond James Financial’s Lithia Motors LAD Stock Holding History

Raymond James Financial’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 		$24.3M Buy
83,734
+7,427
+10% +$2.11M 0.01% 1416
2026
Q1 		$19.1M Buy
76,307
+28,684
+60% +$8.52M 0.01% 1509
2025
Q4 		$15.8M Buy
47,623
+504
+1% +$160K ﹤0.01% 1607
2025
Q3 		$14.9M Buy
47,119
+1,118
+2% +$361K ﹤0.01% 1627
2025
Q2 		$15.5M Buy
46,001
+4,714
+11% +$1.46M 0.01% 1545
2025
Q1 		$12.1M Buy
41,287
+4,061
+11% +$1.38M ﹤0.01% 1666
2024
Q4 		$13.3M Buy
+37,226
New +$13.1M ﹤0.01% 1621

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 $3.38T AUM 44.17% 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

Raymond James Financial's LAD Position: Q2 2026 in Review

Raymond James Financial increased its Lithia Motors (LAD) stake by 9.7% in Q2 2026, buying an estimated $2.11M and bringing the position to 83,734 shares worth $24.3M. The position accounts for 0.01% of the portfolio, ranked #1416.

Raymond James Financial first reported a position in LAD in Q4 2024 and has held it in 7 quarters since. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Raymond James Financial held 83,734 shares of Lithia Motors worth $24.3M as of Q2 2026.
  • Raymond James Financial bought 7,427 Lithia Motors shares in Q2 2026, an estimated $2.11M.
  • Lithia Motors made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1416 holding.
  • Raymond James Financial first reported a position in Lithia Motors in Q4 2024 and has held it in 7 quarters since.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.