Teamwork Financial Advisors’s Lithium Americas LAC Stock Holding History

Teamwork Financial Advisors’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	$210K	Sell	79,931 -813,464	-91%	-$2.5M	0.02%	162
2026 Q2	$3.44M	Buy	893,395 +33,475	+4%	+$159K	0.31%	70
2026 Q1	$3.4M	Buy	859,920 +480,092	+126%	+$2.36M	0.36%	67
2025 Q4	$1.66M	Sell	379,828 -901,912	-70%	-$5.21M	0.17%	87
2025 Q3	$7.32M	Buy	1,281,740 +268,918	+27%	+$850K	0.75%	47
2025 Q2	$2.71M	Buy	1,012,822 +155,068	+18%	+$430K	0.31%	56
2025 Q1	$2.32M	Buy	857,754 +143,373	+20%	+$432K	0.31%	61
2024 Q4	$2.12M	Buy	714,381 +315,621	+79%	+$1.09M	0.28%	53
2024 Q3	$1.08M	Buy	398,760 +381,965	+2,274%	+$970K	0.15%	75
2024 Q2	$45K	Buy	16,795 +6,745	+67%	+$29.8K	0.01%	135
2024 Q1	$67.5K	Buy	+10,050	New	+$52.2K	0.01%	180

Other funds holding LAC

GK Wealth Management Reno, Nevada $178M AUM 41.48% 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

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Teamwork Financial Advisors's LAC Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its Lithium Americas (LAC) stake by 91% in Q3 2026, selling an estimated $2.5M and leaving 79,931 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #162.

Teamwork Financial Advisors first reported a position in LAC in Q1 2024 and has held it in 11 quarters since. The position peaked at $7.32M in Q3 2025. 46 funds tracked by Wall St. Rank hold LAC as of Q3 2026.

Teamwork Financial Advisors held 79,931 shares of Lithium Americas worth $210K as of Q3 2026.
Teamwork Financial Advisors sold 813,464 Lithium Americas shares in Q3 2026, an estimated $2.5M.
Lithium Americas made up 0.02% of Teamwork Financial Advisors's portfolio in Q3 2026, its #162 holding.
Teamwork Financial Advisors first reported a position in Lithium Americas in Q1 2024 and has held it in 11 quarters since.
Teamwork Financial Advisors's Lithium Americas position peaked at $7.32M in Q3 2025.
46 funds tracked by Wall St. Rank held Lithium Americas as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.