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Arkadios Wealth Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Arkadios Wealth 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
Q1 		$250K Sell
4,363
-131
-3% -$7.68K ﹤0.01% 1455
2025
Q4 		$256K Buy
4,494
+533
+13% +$31.7K 0.01% 1319
2025
Q3 		$254K Buy
3,961
+14
+0.4% +$909 0.01% 1228
2025
Q2 		$243K Buy
3,947
+5
+0.1% +$290 0.01% 1136
2025
Q1 		$234K Buy
+3,942
New +$258K 0.01% 996

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

Arkadios Wealth Advisors's LKFN Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Lakeland Financial Corp (LKFN) stake by 2.9% in Q1 2026, selling an estimated $7.68K and leaving 4,363 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Arkadios Wealth Advisors first reported a position in LKFN in Q1 2025 and has held it in 5 quarters since. The position peaked at $256K in Q4 2025. 235 funds tracked by Wall St. Rank hold LKFN as of Q1 2026.

  • Arkadios Wealth Advisors held 4,363 shares of Lakeland Financial Corp worth $250K as of Q1 2026.
  • Arkadios Wealth Advisors sold 131 Lakeland Financial Corp shares in Q1 2026, an estimated $7.68K.
  • Lakeland Financial Corp made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1455 holding.
  • Arkadios Wealth Advisors first reported a position in Lakeland Financial Corp in Q1 2025 and has held it in 5 quarters since.
  • Arkadios Wealth Advisors's Lakeland Financial Corp position peaked at $256K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.