Allianz Asset Management’s Lakeland Financial Corp LKFN Stock Holding History

Allianz Asset 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
2025 Q2	–	Sell	-10,500	Closed	-$624K	–	2178
2025 Q1	$624K	Buy	10,500 +2,100	+25%	+$138K	﹤0.01%	1807
2024 Q4	$578K	Hold	8,400	–	–	﹤0.01%	1812
2024 Q3	$547K	Sell	8,400 -9,900	-54%	-$644K	﹤0.01%	1829
2024 Q2	$1.13M	Buy	18,300 +10,624	+138%	+$647K	﹤0.01%	1543
2024 Q1	$509K	Buy	+7,676	New	+$496K	﹤0.01%	1621
2023 Q3	–	Sell	-7,200	Closed	-$349K	–	2227
2023 Q2	$349K	Sell	7,200 -10,400	-59%	-$544K	﹤0.01%	1816
2023 Q1	$1.1M	Buy	+17,600	New	+$1.23M	﹤0.01%	1650
2015 Q4	–	Sell	-10,956	Closed	-$330K	–	2479
2015 Q3	$330K	Hold	10,956	–	–	﹤0.01%	2172
2015 Q2	$317K	Buy	+10,956	New	+$297K	﹤0.01%	2229
2013 Q4	–	Sell	-441,057	Closed	-$9.6M	–	1883
2013 Q3	$9.6M	Buy	441,057 +17,038	+4%	+$361K	0.01%	687
2013 Q2	$7.84M	Buy	+424,019	New	+$7.69M	0.01%	713

Other funds holding LKFN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SAM

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

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

CCM

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

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

Allianz Asset Management's LKFN Position: Q2 2025 in Review

Allianz Asset Management sold out of Lakeland Financial Corp (LKFN) in Q2 2025, closing a stake of 10,500 shares — an estimated $624K sold.

Allianz Asset Management first reported a position in LKFN in Q2 2013 and held it in 11 quarters. The position peaked at $9.6M in Q3 2013. 235 funds tracked by Wall St. Rank hold LKFN as of Q2 2025.

Allianz Asset Management reported no remaining Lakeland Financial Corp position as of Q2 2025 after selling out during the quarter.
Allianz Asset Management sold 10,500 Lakeland Financial Corp shares in Q2 2025, an estimated $624K.
Allianz Asset Management first reported a position in Lakeland Financial Corp in Q2 2013 and held it in 11 quarters.
Allianz Asset Management's Lakeland Financial Corp position peaked at $9.6M in Q3 2013.
235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2025.

Based on Allianz Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.