SNB
LAD icon

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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $74.9B 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 $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return