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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
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

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 $3.37T AUM 44.26% 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

Scotia Capital's LAD Position: Q2 2026 in Review

Scotia Capital increased its Lithia Motors (LAD) stake by 13% in Q2 2026, buying an estimated $528K and bringing the position to 16,391 shares worth $4.76M. The position accounts for 0.02% of the portfolio, ranked #327.

Scotia Capital first reported a position in LAD in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.11M in Q4 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Scotia Capital held 16,391 shares of Lithia Motors worth $4.76M as of Q2 2026.
  • Scotia Capital bought 1,858 Lithia Motors shares in Q2 2026, an estimated $528K.
  • Lithia Motors made up 0.02% of Scotia Capital's portfolio in Q2 2026, its #327 holding.
  • Scotia Capital first reported a position in Lithia Motors in Q1 2025 and has held it in 6 quarters since.
  • Scotia Capital's Lithia Motors position peaked at $5.11M in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Scotia Capital's 13F filing for Q2 2026, filed 11 Aug 2026.