AssetMark Inc’s Lakeland Financial Corp LKFN Stock Holding History

AssetMark Inc’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 Q3	$346	Buy	+6	New	+$365	﹤0.01%	3512

Other funds holding LKFN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Monarch Capital Management Fort Wayne, Indiana $436M AUM 22.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

AssetMark Inc's LKFN Position: Q3 2026 in Review

AssetMark Inc opened a new position in Lakeland Financial Corp (LKFN) in Q3 2026: 6 shares worth $346. The stake represents ﹤0.01% of the portfolio and ranks #3512 among its holdings.

77 funds tracked by Wall St. Rank hold LKFN as of Q3 2026.

AssetMark Inc held 6 shares of Lakeland Financial Corp worth $346 as of Q3 2026.
Lakeland Financial Corp was a new AssetMark Inc position in Q3 2026.
Lakeland Financial Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3512 holding.
77 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.