AA
LKFN icon

ALPS Advisors’s Lakeland Financial Corp LKFN Stock Holding History

ALPS Advisors’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
Q1 		– Sell
-5,400
Closed -$371K – 1065
2024
Q4 		$371K Hold
5,400
– – ﹤0.01% 743
2024
Q3 		$352K Buy
+5,400
New +$351K ﹤0.01% 860
2021
Q3 		– Sell
-4,730
Closed -$292K – 978
2021
Q2 		$292K Hold
4,730
– – ﹤0.01% 847
2021
Q1 		$327K Sell
4,730
-1,189
-20% -$78K ﹤0.01% 745
2020
Q4 		$317K Sell
5,919
-180
-3% -$9.15K ﹤0.01% 678
2020
Q3 		$251K Buy
+6,099
New +$276K ﹤0.01% 771
2019
Q3 		– Sell
-8,162
Closed -$382K – 921
2019
Q2 		$382K Sell
8,162
-431
-5% -$20.1K ﹤0.01% 692
2019
Q1 		$389K Sell
8,593
-1,146
-12% -$52.2K ﹤0.01% 767
2018
Q4 		$391K Sell
9,739
-390
-4% -$17K ﹤0.01% 624
2018
Q3 		$471K Buy
+10,129
New +$495K ﹤0.01% 764
2018
Q1 		– Sell
-10,720
Closed -$520K – 945
2017
Q4 		$520K Buy
10,720
+1
+0% +$49 ﹤0.01% 516
2017
Q3 		$522K Sell
10,719
-32
-0.3% -$1.45K ﹤0.01% 418
2017
Q2 		$493K Buy
10,751
+28
+0.3% +$1.25K ﹤0.01% 519
2017
Q1 		$462K Sell
10,723
-1,076
-9% -$48.1K ﹤0.01% 618
2016
Q4 		$559K Buy
11,799
+112
+1% +$4.57K ﹤0.01% 317
2016
Q3 		$414K Sell
11,687
-1,786
-13% -$61.7K ﹤0.01% 535
2016
Q2 		$422K Sell
13,473
-995
-7% -$31.2K ﹤0.01% 403
2016
Q1 		$442K Buy
+14,468
New +$419K ﹤0.01% 404

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ALPS Advisors's LKFN Position: Q1 2025 in Review

ALPS Advisors sold out of Lakeland Financial Corp (LKFN) in Q1 2025, closing a stake of 5,400 shares — an estimated $371K sold.

ALPS Advisors first reported a position in LKFN in Q1 2016 and held it in 18 quarters. The position peaked at $559K in Q4 2016. 244 funds tracked by Wall St. Rank hold LKFN as of Q1 2025.

  • ALPS Advisors reported no remaining Lakeland Financial Corp position as of Q1 2025 after selling out during the quarter.
  • ALPS Advisors sold 5,400 Lakeland Financial Corp shares in Q1 2025, an estimated $371K.
  • ALPS Advisors first reported a position in Lakeland Financial Corp in Q1 2016 and held it in 18 quarters.
  • ALPS Advisors's Lakeland Financial Corp position peaked at $559K in Q4 2016.
  • 244 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2025.

Based on ALPS Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.