UMB Bank, n.a.

Position in LAD — Lithia Motors Inc

CIK 933429 Kansas City, MO

Position in LAD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$43,283

+$4,327 QoQ

Shares Held

149

-4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#339

of 440 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Cyclical · as of Jun 30, 2026

UMB Bank, n.a. holds $756,063 across 13 Auto & Truck Dealerships names. LAD ranks #7 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVNA	Carvana Co.	3,018	$198,644
2	AN	Autonation, Inc.	803	$149,189
3	KMX	Carmax Inc	2,133	$112,814
4	VVV	Valvoline Inc	1,926	$76,154
5	PAG	Penske Automotive Group, Inc.	296	$52,969
6	GPI	Group 1 Automotive Inc	163	$47,460
7	LAD	Lithia Motors Inc This page	149	$43,283
8	OPLN	OPENLANE, Inc.	764	$31,507

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,283	149	-4.5%	Shares	Sole	2026-08-13
2026-03-31	$38,956	156	-50.0%	Shares	Sole	2026-05-11
2025-12-31	$103,686	312	+11.4%	Shares	Sole	2026-02-13
2025-09-30	$88,480	280	+6.9%	Shares	Sole	2025-11-04
2025-06-30	$88,508	262	+29.1%	Shares	Sole	2025-07-11
2025-03-31	$59,588	203	+63.7%	Shares	Sole	2025-04-14
2024-12-31	$44,321	124	+69.9%	Shares	Sole	2025-01-16
2024-09-30	$23,187	73	+356.2%	Shares	Sole	2024-10-09
2024-06-30	$4,039	16	+100.0%	Shares	Sole	2024-07-29
2024-03-31	$2,406	8	+14.3%	Shares	Sole	2024-04-26
2022-06-30	$1,923	7	-36.4%	Shares	Sole	2022-07-20
2022-03-31	$3,301	11	0.0%	Shares	Sole	2022-04-22
2021-12-31	$3,266	11	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.