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TFC Financial Management’s Lithia Motors LAD Stock Holding History

TFC Financial Management’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 		– Sell
-2
Closed -$665 – 1041
2025
Q4 		$665 Hold
2
– – ﹤0.01% 659
2025
Q3 		$632 Hold
2
– – ﹤0.01% 681
2025
Q2 		$676 Buy
2
+1
+100% +$309 ﹤0.01% 637
2025
Q1 		$294 Hold
1
– – ﹤0.01% 706
2024
Q4 		$358 Buy
+1
New +$352 ﹤0.01% 703
2024
Q2 		– Sell
-1
Closed -$301 – 1039
2024
Q1 		$301 Buy
+1
New +$296 ﹤0.01% 688

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

TFC Financial Management's LAD Position: Q1 2026 in Review

TFC Financial Management sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 2 shares — an estimated $665 sold.

TFC Financial Management first reported a position in LAD in Q1 2024 and held it in 6 quarters. The position peaked at $676 in Q2 2025. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • TFC Financial Management reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • TFC Financial Management sold 2 Lithia Motors shares in Q1 2026, an estimated $665.
  • TFC Financial Management first reported a position in Lithia Motors in Q1 2024 and held it in 6 quarters.
  • TFC Financial Management's Lithia Motors position peaked at $676 in Q2 2025.
  • 436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.