Aquatic Capital Management’s Lakeland Financial Corp LKFN Stock Holding History

Aquatic Capital Management’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	$231K	Buy	+3,737	New	+$225K	0.01%	968
2026 Q1	–	Sell	-8,577	Closed	-$489K	–	1622
2025 Q4	$489K	Buy	8,577 +5,263	+159%	+$313K	0.01%	742
2025 Q3	$213K	Sell	3,314 -8,275	-71%	-$537K	﹤0.01%	1081
2025 Q2	$712K	Sell	11,589 -889	-7%	-$51.6K	0.01%	733
2025 Q1	$742K	Buy	12,478 +6,036	+94%	+$396K	0.02%	669
2024 Q4	$443K	Buy	6,442 +4,837	+301%	+$335K	0.01%	742
2024 Q3	$105K	Buy	+1,605	New	+$104K	﹤0.01%	922
2023 Q4	–	Sell	-700	Closed	-$33K	–	1498
2023 Q3	$33K	Buy	+700	New	+$36.2K	﹤0.01%	1017
2022 Q3	–	Sell	-300	Closed	-$20K	–	1383
2022 Q2	$20K	Buy	300 +200	+200%	+$14.3K	0.01%	841
2022 Q1	$7K	Buy	+100	New	+$7.99K	0.01%	760

Other funds holding LKFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Aquatic Capital Management's LKFN Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in Lakeland Financial Corp (LKFN) in Q2 2026: 3,737 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #968 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in LKFN as recently as Q4 2025.

Aquatic Capital Management first reported a position in LKFN in Q1 2022 and has held it in 10 quarters since. The position peaked at $742K in Q1 2025. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

Aquatic Capital Management held 3,737 shares of Lakeland Financial Corp worth $231K as of Q2 2026.
Lakeland Financial Corp was a new Aquatic Capital Management position in Q2 2026.
Lakeland Financial Corp made up 0.01% of Aquatic Capital Management's portfolio in Q2 2026, its #968 holding.
Aquatic Capital Management first reported a position in Lakeland Financial Corp in Q1 2022 and has held it in 10 quarters since.
Aquatic Capital Management's Lakeland Financial Corp position peaked at $742K in Q1 2025.
255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.