AF
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Allworth Financial’s Lakeland Financial Corp LKFN Stock Holding History

Allworth Financial’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 		$8.66K Buy
151
+37
+32% +$2.17K ﹤0.01% 3611
2025
Q4 		$6.5K Sell
114
-40
-26% -$2.38K ﹤0.01% 3556
2025
Q3 		$9.89K Buy
154
+27
+21% +$1.75K ﹤0.01% 3142
2025
Q2 		$7.8K Buy
127
+34
+37% +$1.97K ﹤0.01% 3014
2025
Q1 		$5.08K Hold
93
– – ﹤0.01% 2751
2024
Q4 		$6.27K Sell
93
-202
-68% -$14K ﹤0.01% 2650
2024
Q3 		$19.2K Hold
295
– – ﹤0.01% 1937
2024
Q2 		$20K Buy
295
+191
+184% +$11.6K ﹤0.01% 1887
2024
Q1 		$6.9K Buy
+104
New +$6.72K ﹤0.01% 2266

Other funds holding LKFN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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