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Transamerica Financial Advisors’s Lithia Motors LAD Stock Holding History

Transamerica Financial Advisors’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 		$1.45K Buy
5
+1
+25% +$284 ﹤0.01% 1391
2026
Q1 		$998 Buy
4
+1
+33% +$297 ﹤0.01% 1335
2025
Q4 		$997 Buy
3
+1
+50% +$318 ﹤0.01% 1243
2025
Q3 		$632 Buy
+2
New +$645 ﹤0.01% 1257

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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's LAD Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Lithia Motors (LAD) stake by 25% in Q2 2026, buying an estimated $284 and bringing the position to 5 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Transamerica Financial Advisors first reported a position in LAD in Q3 2025 and has held it in 4 quarters since. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Transamerica Financial Advisors held 5 shares of Lithia Motors worth $1.45K as of Q2 2026.
  • Transamerica Financial Advisors bought 1 Lithia Motors share in Q2 2026, an estimated $284.
  • Lithia Motors made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1391 holding.
  • Transamerica Financial Advisors first reported a position in Lithia Motors in Q3 2025 and has held it in 4 quarters since.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.