Position in LAD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$94,409
+$65,442 QoQ
Shares Held
325
+180.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#324
of 440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Allworth Financial LP holds $11,510,856 across 16 Auto & Truck Dealerships names. LAD ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAG |
Penske Automotive Group, Inc.
|
48,347 | $8,651,695 | |
| 2 | AN |
Autonation, Inc.
|
5,955 | $1,106,379 | |
| 3 | CVNA |
Carvana Co.
|
8,750 | $575,925 | |
| 4 | KMX |
Carmax Inc
|
9,867 | $521,865 | |
| 5 | VVV |
Valvoline Inc
|
5,453 | $215,611 | |
| 6 | LAD |
Lithia Motors Inc
This page
|
325 | $94,409 | |
| 7 | ACVA |
ACV Auctions Inc.
|
11,004 | $79,118 | |
| 8 | GPI |
Group 1 Automotive Inc
|
256 | $74,539 |
All Filings in LAD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,409 | 325 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $28,967 | 116 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,550 | 116 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $58,776 | 186 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $35,133 | 104 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $25,244 | 86 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $30,738 | 86 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $32,399 | 102 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $26,507 | 105 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $6,618 | 22 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,244 | 22 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,906 | 20 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $6,994 | 23 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $7,325 | 32 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,094 | 20 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,789 | 13 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,839 | 54 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,601 | 12 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,969 | 10 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,170 | 10 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,436 | 10 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,900 | 10 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,926 | 10 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,279 | 10 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,513 | 10 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,063 | 13 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||