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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
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 $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

Arax Advisory Partners's LKFN Position: Q1 2026 in Review

Arax Advisory Partners reduced its Lakeland Financial Corp (LKFN) stake by 3.1% in Q1 2026, selling an estimated $1.06K and leaving 567 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

Arax Advisory Partners first reported a position in LKFN in Q2 2021 and has held it in 20 quarters since. The position peaked at $421K in Q3 2025. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Arax Advisory Partners held 567 shares of Lakeland Financial Corp worth $32.5K as of Q1 2026.
  • Arax Advisory Partners sold 18 Lakeland Financial Corp shares in Q1 2026, an estimated $1.06K.
  • Lakeland Financial Corp made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1858 holding.
  • Arax Advisory Partners first reported a position in Lakeland Financial Corp in Q2 2021 and has held it in 20 quarters since.
  • Arax Advisory Partners's Lakeland Financial Corp position peaked at $421K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.