Raymond James Financial
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Raymond James Financial's LAD Position: Q1 2026 in Review

Raymond James Financial increased its Lithia Motors (LAD) stake by 60% in Q1 2026, buying an estimated $8.52M and bringing the position to 76,307 shares worth $19.1M. The position accounts for 0.01% of the portfolio, ranked #1509.

Raymond James Financial first reported a position in LAD in Q4 2024 and has held it in 6 quarters since. 434 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Raymond James Financial held 76,307 shares of Lithia Motors worth $19.1M as of Q1 2026.
  • Raymond James Financial bought 28,684 Lithia Motors shares in Q1 2026, an estimated $8.52M.
  • Lithia Motors made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1509 holding.
  • Raymond James Financial first reported a position in Lithia Motors in Q4 2024 and has held it in 6 quarters since.
  • 434 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.