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Aptus Capital Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Aptus Capital 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
2026
Q2 		$9.64M Buy
156,213
+946
+0.6% +$57K 0.07% 239
2026
Q1 		$8.91M Buy
155,267
+1,560
+1% +$91.5K 0.07% 238
2025
Q4 		$8.77M Buy
153,707
+669
+0.4% +$39.8K 0.06% 235
2025
Q3 		$9.83M Buy
153,038
+20,193
+15% +$1.31M 0.07% 211
2025
Q2 		$8.16M Buy
132,845
+11,920
+10% +$692K 0.07% 217
2025
Q1 		$7.19M Buy
120,925
+13,662
+13% +$896K 0.07% 226
2024
Q4 		$7.38M Buy
107,263
+31,845
+42% +$2.21M 0.08% 216
2024
Q3 		$4.91M Buy
75,418
+10,194
+16% +$664K 0.07% 212
2024
Q2 		$4.01M Buy
65,224
+12,975
+25% +$791K 0.07% 209
2024
Q1 		$3.47M Buy
52,249
+5,536
+12% +$358K 0.06% 223
2023
Q4 		$3.04M Sell
46,713
-545
-1% -$30.1K 0.08% 176
2023
Q3 		$2.24M Sell
47,258
-9,613
-17% -$497K 0.06% 213
2023
Q2 		$2.76M Buy
56,871
+4,817
+9% +$252K 0.07% 205
2023
Q1 		$3.26M Buy
52,054
+6,100
+13% +$426K 0.09% 168
2022
Q4 		$3.35M Buy
45,954
+4,898
+12% +$375K 0.1% 165
2022
Q3 		$2.99M Buy
41,056
+2,370
+6% +$177K 0.07% 153
2022
Q2 		$2.57M Buy
38,686
+1,422
+4% +$101K 0.07% 164
2022
Q1 		$2.72M Buy
37,264
+2,370
+7% +$189K 0.07% 165
2021
Q4 		$2.8M Buy
34,894
+6,636
+23% +$494K 0.08% 156
2021
Q3 		$2.01M Sell
28,258
-5,994
-17% -$390K 0.05% 168
2021
Q2 		$2.11M Buy
34,252
+11,433
+50% +$732K 0.06% 139
2021
Q1 		$1.58M Buy
22,819
+4,416
+24% +$290K 0.06% 150
2020
Q4 		$986K Buy
18,403
+2,944
+19% +$150K 0.05% 177
2020
Q3 		$637K Buy
15,459
+2,387
+18% +$108K 0.03% 197
2020
Q2 		$609K Buy
13,072
+152
+1% +$6.22K 0.04% 176
2020
Q1 		$475K Buy
12,920
+912
+8% +$39.6K 0.04% 176
2019
Q4 		$588K Buy
12,008
+1,976
+20% +$91.9K 0.04% 240
2019
Q3 		$441K Sell
10,032
-2,584
-20% -$114K 0.02% 278
2019
Q2 		$590K Buy
12,616
+1,976
+19% +$92.1K 0.08% 195
2019
Q1 		$481K Buy
10,640
+4,560
+75% +$208K 0.08% 191
2018
Q4 		$244K Buy
+6,080
New +$264K 0.06% 137

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 $3.37T AUM 44.26% 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

Aptus Capital Advisors's LKFN Position: Q2 2026 in Review

Aptus Capital Advisors increased its Lakeland Financial Corp (LKFN) stake by 0.61% in Q2 2026, buying an estimated $57K and bringing the position to 156,213 shares worth $9.64M. The position accounts for 0.07% of the portfolio, ranked #239.

Aptus Capital Advisors first reported a position in LKFN in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.83M in Q3 2025. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Aptus Capital Advisors held 156,213 shares of Lakeland Financial Corp worth $9.64M as of Q2 2026.
  • Aptus Capital Advisors bought 946 Lakeland Financial Corp shares in Q2 2026, an estimated $57K.
  • Lakeland Financial Corp made up 0.07% of Aptus Capital Advisors's portfolio in Q2 2026, its #239 holding.
  • Aptus Capital Advisors first reported a position in Lakeland Financial Corp in Q4 2018 and has held it in 31 quarters since.
  • Aptus Capital Advisors's Lakeland Financial Corp position peaked at $9.83M in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.