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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
Q2 		$40.7K Buy
659
+508
+336% +$30.6K ﹤0.01% 2663
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 $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Allworth Financial's LKFN Position: Q2 2026 in Review

Allworth Financial increased its Lakeland Financial Corp (LKFN) stake by 336% in Q2 2026, buying an estimated $30.6K and bringing the position to 659 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2663.

Allworth Financial first reported a position in LKFN in Q1 2024 and has held it in 10 quarters since. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Allworth Financial held 659 shares of Lakeland Financial Corp worth $40.7K as of Q2 2026.
  • Allworth Financial bought 508 Lakeland Financial Corp shares in Q2 2026, an estimated $30.6K.
  • Lakeland Financial Corp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2663 holding.
  • Allworth Financial first reported a position in Lakeland Financial Corp in Q1 2024 and has held it in 10 quarters since.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.