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Security National Bank’s Lithia Motors LAD Stock Holding History

Security National Bank’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 		$14.5K Hold
50
– – ﹤0.01% 312
2026
Q1 		$12.5K Hold
50
– – ﹤0.01% 318
2025
Q4 		$16.6K Hold
50
– – ﹤0.01% 287
2025
Q3 		$15.8K Hold
50
– – ﹤0.01% 298
2025
Q2 		$16.9K Hold
50
– – ﹤0.01% 264
2025
Q1 		$14.7K Hold
50
– – ﹤0.01% 270
2024
Q4 		$17.9K Hold
50
– – ﹤0.01% 254
2024
Q3 		$15.9K Hold
50
– – ﹤0.01% 243
2024
Q2 		$12.6K Hold
50
– – ﹤0.01% 246
2024
Q1 		$15K Buy
50
+20
+67% +$5.91K ﹤0.01% 235
2023
Q4 		$9.88K Buy
+30
New +$8.23K ﹤0.01% 251

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

Security National Bank's LAD Position: Q2 2026 in Review

Security National Bank held its Lithia Motors (LAD) position steady in Q2 2026 at 50 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Security National Bank first reported a position in LAD in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.9K in Q4 2024. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Security National Bank held 50 shares of Lithia Motors worth $14.5K as of Q2 2026.
  • Security National Bank left its Lithia Motors share count unchanged in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #312 holding.
  • Security National Bank first reported a position in Lithia Motors in Q4 2023 and has held it in 11 quarters since.
  • Security National Bank's Lithia Motors position peaked at $17.9K in Q4 2024.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.