Roxbury Financial’s Lithium Americas LAC Stock Holding History

Roxbury Financial’s Portfolio LAC Stock Details LAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$245	Hold	93	–	–	﹤0.01%	418
2026 Q2	$358	Hold	93	–	–	﹤0.01%	402
2026 Q1	$367	Hold	93	–	–	﹤0.01%	382
2025 Q4	$405	Hold	93	–	–	﹤0.01%	364
2025 Q3	$531	Hold	93	–	–	﹤0.01%	358
2025 Q2	$249	Hold	93	–	–	﹤0.01%	358
2025 Q1	$246	Hold	93	–	–	﹤0.01%	346
2024 Q4	$371	Buy	+93	New	+$322	﹤0.01%	379

Other funds holding LAC

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return

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

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

HAM

Hedges Asset Management Reno, Nevada $144M AUM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Roxbury Financial's LAC Position: Q3 2026 in Review

Roxbury Financial held its Lithium Americas (LAC) position steady in Q3 2026 at 93 shares worth $245. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Roxbury Financial first reported a position in LAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $531 in Q3 2025. 88 funds tracked by Wall St. Rank hold LAC as of Q3 2026.

Roxbury Financial held 93 shares of Lithium Americas worth $245 as of Q3 2026.
Roxbury Financial left its Lithium Americas share count unchanged in Q3 2026.
Lithium Americas made up ﹤0.01% of Roxbury Financial's portfolio in Q3 2026, its #418 holding.
Roxbury Financial first reported a position in Lithium Americas in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's Lithium Americas position peaked at $531 in Q3 2025.
88 funds tracked by Wall St. Rank held Lithium Americas as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.