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Advisor Group’s Lakeland Financial Corp LKFN Stock Holding History

Advisor Group’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
2019
Q4 		$122K Buy
2,499
+477
+24% +$22.2K ﹤0.01% 2786
2019
Q3 		$88K Buy
2,022
+422
+26% +$18.7K ﹤0.01% 2982
2019
Q2 		$75K Buy
1,600
+805
+101% +$37.5K ﹤0.01% 3082
2019
Q1 		$36K Buy
795
+577
+265% +$26.3K ﹤0.01% 3604
2018
Q4 		$9K Buy
+218
New +$9.48K ﹤0.01% 4261

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Advisor Group's LKFN Position: Q4 2019 in Review

Advisor Group increased its Lakeland Financial Corp (LKFN) stake by 24% in Q4 2019, buying an estimated $22.2K and bringing the position to 2,499 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #2786.

Advisor Group first reported a position in LKFN in Q4 2018 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold LKFN as of Q4 2019.

  • Advisor Group held 2,499 shares of Lakeland Financial Corp worth $122K as of Q4 2019.
  • Advisor Group bought 477 Lakeland Financial Corp shares in Q4 2019, an estimated $22.2K.
  • Lakeland Financial Corp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2786 holding.
  • Advisor Group first reported a position in Lakeland Financial Corp in Q4 2018 and has held it in 5 quarters since.
  • 144 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.