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 Q2	–	Sell	-1,510	Closed	-$86.6K	–	3579
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 $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Advisory Services Network's LKFN Position: Q2 2026 in Review

Advisory Services Network sold out of Lakeland Financial Corp (LKFN) in Q2 2026, closing a stake of 1,510 shares — an estimated $86.6K sold.

Advisory Services Network first reported a position in LKFN in Q4 2018 and held it in 14 quarters. The position peaked at $86.6K in Q1 2026. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Advisory Services Network reported no remaining Lakeland Financial Corp position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,510 Lakeland Financial Corp shares in Q2 2026, an estimated $86.6K.
Advisory Services Network first reported a position in Lakeland Financial Corp in Q4 2018 and held it in 14 quarters.
Advisory Services Network's Lakeland Financial Corp position peaked at $86.6K in Q1 2026.
256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.