Advisory Services Network’s Lakeland Financial Corp LKFN Stock Holding History

Advisory Services Network’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 Q1	$86.6K	Buy	+1,510	New	+$88.6K	﹤0.01%	2296
2025 Q4	–	Sell	-199	Closed	-$12.8K	–	3231
2025 Q3	$12.8K	Buy	+199	New	+$12.9K	﹤0.01%	3167
2024 Q1	–	Sell	-602	Closed	-$39.2K	–	2707
2023 Q4	$39.2K	Buy	+602	New	+$33.2K	﹤0.01%	2146
2023 Q2	–	Sell	-669	Closed	-$41.9K	–	2683
2023 Q1	$41.9K	Sell	669 -37	-5%	-$2.58K	﹤0.01%	2110
2022 Q4	$51.5K	Buy	+706	New	+$54.1K	﹤0.01%	1962
2021 Q3	–	Sell	-271	Closed	-$17K	–	2450
2021 Q2	$17K	Buy	+271	New	+$17.3K	﹤0.01%	2571
2021 Q1	–	Sell	-177	Closed	-$9K	–	2253
2020 Q4	$9K	Sell	177 -101	-36%	-$5.13K	﹤0.01%	2494
2020 Q3	$12K	Buy	+278	New	+$12.6K	﹤0.01%	2341
2020 Q2	–	Sell	-215	Closed	-$8K	–	2008
2020 Q1	$8K	Buy	215 +16	+8%	+$696	﹤0.01%	2281
2019 Q4	$10K	Buy	199 +50	+34%	+$2.33K	﹤0.01%	2352
2019 Q3	$7K	Hold	149	–	–	﹤0.01%	2304
2019 Q2	$7K	Buy	149 +32	+27%	+$1.49K	﹤0.01%	2302
2019 Q1	$5K	Buy	117 +33	+39%	+$1.5K	﹤0.01%	2097
2018 Q4	$3K	Buy	+84	New	+$3.65K	﹤0.01%	2210

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Advisory Services Network's LKFN Position: Q1 2026 in Review

Advisory Services Network opened a new position in Lakeland Financial Corp (LKFN) in Q1 2026: 1,510 shares worth $86.6K. The stake represents ﹤0.01% of the portfolio and ranks #2296 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in LKFN as recently as Q3 2025.

Advisory Services Network first reported a position in LKFN in Q4 2018 and has held it in 14 quarters since. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

Advisory Services Network held 1,510 shares of Lakeland Financial Corp worth $86.6K as of Q1 2026.
Lakeland Financial Corp was a new Advisory Services Network position in Q1 2026.
Lakeland Financial Corp made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2296 holding.
Advisory Services Network first reported a position in Lakeland Financial Corp in Q4 2018 and has held it in 14 quarters since.
235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.