Position in LAD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,938
+$693 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#387
of 440 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $64,996 across 11 Auto & Truck Dealerships names. LAD ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AN |
Autonation, Inc.
|
74 | $13,748 | |
| 2 | CVNA |
Carvana Co.
|
200 | $13,164 | |
| 3 | GPI |
Group 1 Automotive Inc
|
36 | $10,482 | |
| 4 | CARG |
CarGurus, Inc.
|
234 | $7,977 | |
| 5 | PAG |
Penske Automotive Group, Inc.
|
29 | $5,189 | |
| 6 | LAD |
Lithia Motors Inc
This page
|
17 | $4,938 | |
| 7 | VVV |
Valvoline Inc
|
98 | $3,874 | |
| 8 | BGSI |
Boyd Group Services Inc.
|
22 | $2,081 |
All Filings in LAD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,938 | 17 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,245 | 17 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $7,643 | 23 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $7,268 | 23 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $10,134 | 30 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,044 | 24 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $8,578 | 24 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,258 | 26 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,068 | 28 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,424 | 28 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $9,219 | 28 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,678 | 26 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,169 | 17 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,120 | 18 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,866 | 14 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,432 | 16 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,870 | 25 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $2,969 | 10 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,121 | 13 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||