Amalgamated Bank
LKFN icon

Amalgamated Bank’s Lakeland Financial Corp LKFN Stock Holding History

Amalgamated Bank’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
Q3 		$371K Sell
6,442
-247
-4% -$15K ﹤0.01% 1425
2026
Q2 		$413K Sell
6,689
-570
-8% -$34.4K ﹤0.01% 1414
2026
Q1 		$417K Sell
7,259
-146
-2% -$8.56K ﹤0.01% 1373
2025
Q4 		$423K Sell
7,405
-118
-2% -$7.01K ﹤0.01% 1381
2025
Q3 		$483K Buy
7,523
+245
+3% +$15.9K ﹤0.01% 1326
2025
Q2 		$447K Hold
7,278
– – ﹤0.01% 1317
2025
Q1 		$433K Sell
7,278
-200
-3% -$13.1K ﹤0.01% 1311
2024
Q4 		$514K Sell
7,478
-68
-0.9% -$4.72K ﹤0.01% 1287
2024
Q3 		$491K Sell
7,546
-223
-3% -$14.5K ﹤0.01% 1308
2024
Q2 		$478K Sell
7,769
-133
-2% -$8.1K ﹤0.01% 1308
2024
Q1 		$524K Sell
7,902
-1,432
-15% -$92.5K ﹤0.01% 1295
2023
Q4 		$608K Sell
9,334
-569
-6% -$31.4K ﹤0.01% 1366
2023
Q3 		$470K Sell
9,903
-330
-3% -$17.1K ﹤0.01% 1449
2023
Q2 		$497K Sell
10,233
-1,148
-10% -$60K ﹤0.01% 1438
2023
Q1 		$713K Sell
11,381
-714
-6% -$49.8K 0.01% 1260
2022
Q4 		$883K Buy
12,095
+3
+0% +$230 0.01% 1199
2022
Q3 		$880K Buy
12,092
+102
+0.9% +$7.6K 0.01% 1159
2022
Q2 		$796K Buy
11,990
+686
+6% +$48.9K 0.01% 1238
2022
Q1 		$825K Sell
11,304
-582
-5% -$46.5K 0.01% 1303
2021
Q4 		$953K Sell
11,886
-321
-3% -$23.9K 0.01% 1255
2021
Q3 		$870K Buy
12,207
+8,702
+248% +$566K 0.01% 1313
2021
Q2 		$216K Buy
+3,505
New +$224K ﹤0.01% 2005
2020
Q1 		– Sell
-4,428
Closed -$217K – 1734
2019
Q4 		$217K Buy
+4,428
New +$206K ﹤0.01% 1606

Other funds holding LKFN

Monarch Capital Management
Monarch Capital Management Fort Wayne, Indiana $436M AUM 22.29% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank's LKFN Position: Q3 2026 in Review

Amalgamated Bank reduced its Lakeland Financial Corp (LKFN) stake by 3.7% in Q3 2026, selling an estimated $15K and leaving 6,442 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Amalgamated Bank first reported a position in LKFN in Q4 2019 and has held it in 23 quarters since. The position peaked at $953K in Q4 2021. 42 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.

  • Amalgamated Bank held 6,442 shares of Lakeland Financial Corp worth $371K as of Q3 2026.
  • Amalgamated Bank sold 247 Lakeland Financial Corp shares in Q3 2026, an estimated $15K.
  • Lakeland Financial Corp made up ﹤0.01% of Amalgamated Bank's portfolio in Q3 2026, its #1425 holding.
  • Amalgamated Bank first reported a position in Lakeland Financial Corp in Q4 2019 and has held it in 23 quarters since.
  • Amalgamated Bank's Lakeland Financial Corp position peaked at $953K in Q4 2021.
  • 42 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.

Based on Amalgamated Bank's 13F filing for Q3 2026, filed 23 Oct 2026.