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Ameritas Investment Partners’s Lakeland Financial Corp LKFN Stock Holding History

Ameritas Investment Partners’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 		$121K Hold
2,101
– – ﹤0.01% 1574
2025
Q4 		$120K Hold
2,101
– – ﹤0.01% 1593
2025
Q3 		$135K Sell
2,101
-516
-20% -$33.5K ﹤0.01% 1500
2025
Q2 		$161K Buy
2,617
+148
+6% +$8.59K 0.01% 1439
2025
Q1 		$147K Hold
2,469
– – 0.01% 1455
2024
Q4 		$170K Hold
2,469
– – 0.01% 1424
2024
Q3 		$161K Hold
2,469
– – 0.01% 1465
2024
Q2 		$152K Hold
2,469
– – 0.01% 1451
2024
Q1 		$164K Hold
2,469
– – 0.01% 1428
2023
Q4 		$161K Hold
2,469
– – 0.01% 1420
2023
Q3 		$117K Buy
2,469
+505
+26% +$26.1K ﹤0.01% 1539
2023
Q2 		$95.3K Hold
1,964
– – ﹤0.01% 1630
2023
Q1 		$123K Hold
1,964
– – ﹤0.01% 1400
2022
Q4 		$145K Buy
1,964
+123
+7% +$9.42K 0.01% 1344
2022
Q3 		$134K Hold
1,841
– – 0.01% 1299
2022
Q2 		$122K Sell
1,841
-133
-7% -$9.48K 0.01% 1374
2022
Q1 		$144K Hold
1,974
– – 0.01% 1397
2021
Q4 		$158K Hold
1,974
– – 0.01% 1386
2021
Q3 		$141K Hold
1,974
– – 0.01% 1477
2021
Q2 		$122K Hold
1,974
– – ﹤0.01% 1599
2021
Q1 		$137K Sell
1,974
-147
-7% -$9.65K 0.01% 1461
2020
Q4 		$114K Hold
2,121
– – 0.01% 1503
2020
Q3 		$87K Hold
2,121
– – ﹤0.01% 1512
2020
Q2 		$99K Hold
2,121
– – ﹤0.01% 1418
2020
Q1 		$78K Hold
2,121
– – ﹤0.01% 1409
2019
Q4 		$104K Hold
2,121
– – ﹤0.01% 1488
2019
Q3 		$93K Hold
2,121
– – ﹤0.01% 1520
2019
Q2 		$99K Hold
2,121
– – ﹤0.01% 1511
2019
Q1 		$96K Hold
2,121
– – ﹤0.01% 1498
2018
Q4 		$85K Hold
2,121
– – ﹤0.01% 1496
2018
Q3 		$99K Hold
2,121
– – ﹤0.01% 1577
2018
Q2 		$102K Hold
2,121
– – ﹤0.01% 1536
2018
Q1 		$98K Hold
2,121
– – ﹤0.01% 1507
2017
Q4 		$103K Hold
2,121
– – ﹤0.01% 1487
2017
Q3 		$92K Hold
2,121
– – ﹤0.01% 1512
2017
Q2 		$97K Buy
2,121
+243
+13% +$10.8K ﹤0.01% 1481
2017
Q1 		$81K Buy
+1,878
New +$83.9K ﹤0.01% 1546

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T 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

Ameritas Investment Partners's LKFN Position: Q1 2026 in Review

Ameritas Investment Partners held its Lakeland Financial Corp (LKFN) position steady in Q1 2026 at 2,101 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Ameritas Investment Partners first reported a position in LKFN in Q1 2017 and has held it in 37 quarters since. The position peaked at $170K in Q4 2024. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Ameritas Investment Partners held 2,101 shares of Lakeland Financial Corp worth $121K as of Q1 2026.
  • Ameritas Investment Partners left its Lakeland Financial Corp share count unchanged in Q1 2026.
  • Lakeland Financial Corp made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1574 holding.
  • Ameritas Investment Partners first reported a position in Lakeland Financial Corp in Q1 2017 and has held it in 37 quarters since.
  • Ameritas Investment Partners's Lakeland Financial Corp position peaked at $170K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.