UMB Bank’s Lithia Motors LAD Stock Holding History

UMB 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 Q2	$43.3K	Sell	149 -7	-4%	-$1.99K	﹤0.01%	1387
2026 Q1	$39K	Sell	156 -156	-50%	-$46.3K	﹤0.01%	1348
2025 Q4	$104K	Buy	312 +32	+11%	+$10.2K	﹤0.01%	938
2025 Q3	$88.5K	Buy	280 +18	+7%	+$5.81K	﹤0.01%	919
2025 Q2	$88.5K	Buy	262 +59	+29%	+$18.3K	﹤0.01%	886
2025 Q1	$59.6K	Buy	203 +79	+64%	+$26.9K	﹤0.01%	981
2024 Q4	$44.3K	Buy	124 +51	+70%	+$18K	﹤0.01%	962
2024 Q3	$23.2K	Buy	73 +57	+356%	+$15.9K	﹤0.01%	1159
2024 Q2	$4.04K	Buy	16 +8	+100%	+$2.09K	﹤0.01%	1506
2024 Q1	$2.41K	Buy	+8	New	+$2.37K	﹤0.01%	1489
2022 Q3	–	Sell	-7	Closed	-$2K	–	1885
2022 Q2	$2K	Sell	7 -4	-36%	-$1.17K	﹤0.01%	1750
2022 Q1	$3K	Hold	11	–	–	﹤0.01%	1763
2021 Q4	$3K	Buy	+11	New	+$3.4K	﹤0.01%	1745

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

UMB Bank's LAD Position: Q2 2026 in Review

UMB Bank reduced its Lithia Motors (LAD) stake by 4.5% in Q2 2026, selling an estimated $1.99K and leaving 149 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

UMB Bank first reported a position in LAD in Q4 2021 and has held it in 13 quarters since. The position peaked at $104K in Q4 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

UMB Bank held 149 shares of Lithia Motors worth $43.3K as of Q2 2026.
UMB Bank sold 7 Lithia Motors shares in Q2 2026, an estimated $1.99K.
Lithia Motors made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1387 holding.
UMB Bank first reported a position in Lithia Motors in Q4 2021 and has held it in 13 quarters since.
UMB Bank's Lithia Motors position peaked at $104K in Q4 2025.
445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.