Truist Financial
LAD icon

Truist Financial’s Lithia Motors LAD Stock Holding History

Truist Financial’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 		$2.46M Sell
8,475
-4
-0% -$1.14K ﹤0.01% 1265
2026
Q1 		$2.12M Buy
8,479
+376
+5% +$112K ﹤0.01% 1290
2025
Q4 		$2.69M Sell
8,103
-12,397
-60% -$3.94M ﹤0.01% 1131
2025
Q3 		$6.48M Sell
20,500
-137
-0.7% -$44.2K 0.01% 771
2025
Q2 		$6.97M Sell
20,637
-1,263
-6% -$391K 0.01% 710
2025
Q1 		$6.43M Buy
21,900
+20,444
+1,404% +$6.96M 0.01% 723
2024
Q4 		$520K Buy
1,456
+219
+18% +$77.1K ﹤0.01% 1851
2024
Q3 		$393K Sell
1,237
-173
-12% -$48.2K ﹤0.01% 1987
2024
Q2 		$356K Sell
1,410
-8,492
-86% -$2.22M ﹤0.01% 2197
2024
Q1 		$2.98M Sell
9,902
-6,800
-41% -$2.01M ﹤0.01% 1102
2023
Q4 		$5.5M Buy
16,702
+270
+2% +$74.1K 0.01% 837
2023
Q3 		$4.85M Buy
16,432
+306
+2% +$93.3K 0.01% 851
2023
Q2 		$4.9M Sell
16,126
-211
-1% -$50.5K 0.01% 841
2023
Q1 		$3.74M Buy
16,337
+282
+2% +$68.6K 0.01% 950
2022
Q4 		$3.29M Sell
16,055
-694
-4% -$148K 0.01% 983
2022
Q3 		$3.59M Sell
16,749
-527
-3% -$138K 0.01% 913
2022
Q2 		$4.75M Sell
17,276
-3,661
-17% -$1.07M 0.01% 820
2022
Q1 		$6.28M Buy
20,937
+1,122
+6% +$350K 0.01% 801
2021
Q4 		$5.88M Sell
19,815
-199
-1% -$61.5K 0.01% 830
2021
Q3 		$6.34M Buy
20,014
+378
+2% +$132K 0.01% 791
2021
Q2 		$6.75M Sell
19,636
-279
-1% -$101K 0.01% 769
2021
Q1 		$7.77M Sell
19,915
-2,356
-11% -$847K 0.01% 685
2020
Q4 		$6.52M Sell
22,271
-1,850
-8% -$506K 0.01% 736
2020
Q3 		$5.5M Buy
24,121
+11
+0% +$2.47K 0.01% 728
2020
Q2 		$3.65M Buy
24,110
+1,988
+9% +$228K 0.01% 805
2020
Q1 		$1.81M Sell
22,122
-5,690
-20% -$686K ﹤0.01% 1015
2019
Q4 		$4.09M Buy
+27,812
New +$4.18M 0.01% 828

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

Truist Financial's LAD Position: Q2 2026 in Review

Truist Financial reduced its Lithia Motors (LAD) stake by 0.05% in Q2 2026, selling an estimated $1.14K and leaving 8,475 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Truist Financial first reported a position in LAD in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.77M in Q1 2021. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Truist Financial held 8,475 shares of Lithia Motors worth $2.46M as of Q2 2026.
  • Truist Financial sold 4 Lithia Motors shares in Q2 2026, an estimated $1.14K.
  • Lithia Motors made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1265 holding.
  • Truist Financial first reported a position in Lithia Motors in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Lithia Motors position peaked at $7.77M in Q1 2021.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.