Scotia Capital
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Scotia Capital’s Lithia Motors LAD Stock Holding History

Scotia Capital’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 		– Sell
-16,391
Closed -$4.76M – 1002
2026
Q2 		$4.76M Buy
16,391
+1,858
+13% +$528K 0.02% 327
2026
Q1 		$3.63M Sell
14,533
-846
-6% -$251K 0.01% 349
2025
Q4 		$5.11M Buy
15,379
+19
+0.1% +$6.03K 0.02% 302
2025
Q3 		$4.85M Buy
15,360
+1,018
+7% +$328K 0.02% 299
2025
Q2 		$4.85M Buy
14,342
+2,403
+20% +$743K 0.02% 285
2025
Q1 		$3.5M Buy
+11,939
New +$4.07M 0.02% 322

Other funds holding LAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bridges Investment Management
Bridges Investment Management Omaha, Nebraska $8.46B AUM 16.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Scotia Capital's LAD Position: Q3 2026 in Review

Scotia Capital sold out of Lithia Motors (LAD) in Q3 2026, closing a stake of 16,391 shares — an estimated $4.76M sold.

Scotia Capital first reported a position in LAD in Q1 2025 and held it in 6 quarters. The position peaked at $5.11M in Q4 2025. 262 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Scotia Capital reported no remaining Lithia Motors position as of Q3 2026 after selling out during the quarter.
  • Scotia Capital sold 16,391 Lithia Motors shares in Q3 2026, an estimated $4.76M.
  • Scotia Capital first reported a position in Lithia Motors in Q1 2025 and held it in 6 quarters.
  • Scotia Capital's Lithia Motors position peaked at $5.11M in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Scotia Capital's 13F filing for Q3 2026, filed 10 Nov 2026.