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Abound Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History

Abound Wealth Management’s Portfolio LKFN Stock Details LKFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3
Closed -$173 – 1486
2026
Q1 		$173 Hold
3
– – ﹤0.01% 1282
2025
Q4 		$172 Hold
3
– – ﹤0.01% 1238
2025
Q3 		$193 Hold
3
– – ﹤0.01% 1129
2025
Q2 		$185 Hold
3
– – ﹤0.01% 1063
2025
Q1 		$179 Hold
3
– – ﹤0.01% 1028
2024
Q4 		$207 Hold
3
– – ﹤0.01% 1052
2024
Q3 		$196 Sell
3
-1
-25% -$65 ﹤0.01% 1177
2024
Q2 		$247 Sell
4
-2
-33% -$122 ﹤0.01% 1040
2024
Q1 		$398 Hold
6
– – ﹤0.01% 1000
2023
Q4 		$391 Sell
6
-3
-33% -$165 ﹤0.01% 1033
2023
Q3 		$428 Hold
9
– – ﹤0.01% 857
2023
Q2 		$437 Buy
+9
New +$471 ﹤0.01% 892

Other funds holding LKFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Abound Wealth Management's LKFN Position: Q2 2026 in Review

Abound Wealth Management sold out of Lakeland Financial Corp (LKFN) in Q2 2026, closing a stake of 3 shares — an estimated $173 sold.

Abound Wealth Management first reported a position in LKFN in Q2 2023 and held it in 12 quarters. The position peaked at $437 in Q2 2023. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Abound Wealth Management reported no remaining Lakeland Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 3 Lakeland Financial Corp shares in Q2 2026, an estimated $173.
  • Abound Wealth Management first reported a position in Lakeland Financial Corp in Q2 2023 and held it in 12 quarters.
  • Abound Wealth Management's Lakeland Financial Corp position peaked at $437 in Q2 2023.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.