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Arax Advisory Partners’s Lakeland Financial Corp LKFN Stock Holding History

Arax Advisory 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
Q2 		$109K Buy
1,774
+1,207
+213% +$72.8K ﹤0.01% 2667
2026
Q1 		$32.5K Sell
567
-18
-3% -$1.06K ﹤0.01% 1858
2025
Q4 		$33.4K Sell
585
-5,973
-91% -$355K ﹤0.01% 1839
2025
Q3 		$421K Buy
6,558
+5,994
+1,063% +$389K 0.01% 974
2025
Q2 		$34.6K Sell
564
-16
-3% -$929 ﹤0.01% 1412
2025
Q1 		$34.5K Sell
580
-176
-23% -$11.5K ﹤0.01% 1094
2024
Q4 		$52K Sell
756
-37
-5% -$2.57K ﹤0.01% 887
2024
Q3 		$51.7K Sell
793
-3
-0.4% -$195 ﹤0.01% 707
2024
Q2 		$49K Buy
796
+166
+26% +$10.1K ﹤0.01% 668
2024
Q1 		$41.8K Buy
630
+1
+0.2% +$65 ﹤0.01% 534
2023
Q4 		$41K Buy
629
+492
+359% +$27.1K ﹤0.01% 517
2023
Q3 		$6.49K Sell
137
-8
-6% -$414 ﹤0.01% 818
2023
Q2 		$7.05K Sell
145
-5
-3% -$262 ﹤0.01% 783
2023
Q1 		$9.4K Sell
150
-1
-0.7% -$70 ﹤0.01% 704
2022
Q4 		$11K Sell
151
-10
-6% -$766 ﹤0.01% 639
2022
Q3 		$12K Buy
161
+17
+12% +$1.27K ﹤0.01% 640
2022
Q2 		$10K Buy
144
+36
+33% +$2.57K ﹤0.01% 656
2022
Q1 		$8K Sell
108
-1
-0.9% -$80 ﹤0.01% 686
2021
Q4 		$9K Buy
109
+1
+0.9% +$75 ﹤0.01% 685
2021
Q3 		$8K Hold
108
– – ﹤0.01% 686
2021
Q2 		$7K Buy
+108
New +$6.91K ﹤0.01% 711

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

Arax Advisory Partners's LKFN Position: Q2 2026 in Review

Arax Advisory Partners increased its Lakeland Financial Corp (LKFN) stake by 213% in Q2 2026, buying an estimated $72.8K and bringing the position to 1,774 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #2667.

Arax Advisory Partners first reported a position in LKFN in Q2 2021 and has held it in 21 quarters since. The position peaked at $421K in Q3 2025. 255 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Arax Advisory Partners held 1,774 shares of Lakeland Financial Corp worth $109K as of Q2 2026.
  • Arax Advisory Partners bought 1,207 Lakeland Financial Corp shares in Q2 2026, an estimated $72.8K.
  • Lakeland Financial Corp made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2667 holding.
  • Arax Advisory Partners first reported a position in Lakeland Financial Corp in Q2 2021 and has held it in 21 quarters since.
  • Arax Advisory Partners's Lakeland Financial Corp position peaked at $421K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.