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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
Q2 		$272K Buy
4,409
+46
+1% +$2.77K ﹤0.01% 1457
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 $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

Arkadios Wealth Advisors's LKFN Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Lakeland Financial Corp (LKFN) stake by 1.1% in Q2 2026, buying an estimated $2.77K and bringing the position to 4,409 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Arkadios Wealth Advisors first reported a position in LKFN in Q1 2025 and has held it in 6 quarters since. 256 funds tracked by Wall St. Rank hold LKFN as of Q2 2026.

  • Arkadios Wealth Advisors held 4,409 shares of Lakeland Financial Corp worth $272K as of Q2 2026.
  • Arkadios Wealth Advisors bought 46 Lakeland Financial Corp shares in Q2 2026, an estimated $2.77K.
  • Lakeland Financial Corp made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1457 holding.
  • Arkadios Wealth Advisors first reported a position in Lakeland Financial Corp in Q1 2025 and has held it in 6 quarters since.
  • 256 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.