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Union Savings Bank’s Lithia Motors LAD Stock Holding History

Union Savings 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 		$2.61K Hold
9
– – ﹤0.01% 306
2026
Q1 		$2.25K Hold
9
– – ﹤0.01% 308
2025
Q4 		$2.99K Buy
+9
New +$2.86K ﹤0.01% 305

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Union Savings Bank's LAD Position: Q2 2026 in Review

Union Savings Bank held its Lithia Motors (LAD) position steady in Q2 2026 at 9 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Union Savings Bank first reported a position in LAD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.99K in Q4 2025. 200 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Union Savings Bank held 9 shares of Lithia Motors worth $2.61K as of Q2 2026.
  • Union Savings Bank left its Lithia Motors share count unchanged in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Union Savings Bank's portfolio in Q2 2026, its #306 holding.
  • Union Savings Bank first reported a position in Lithia Motors in Q4 2025 and has held it in 3 quarters since.
  • Union Savings Bank's Lithia Motors position peaked at $2.99K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.