Avantax Advisory Services’s Lakeland Financial Corp LKFN Stock Holding History

Avantax Advisory Services’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
2025 Q2	$436K	Sell	7,103 -608	-8%	-$35.3K	﹤0.01%	1669
2025 Q1	$458K	Buy	7,711 +407	+6%	+$26.7K	﹤0.01%	1559
2024 Q4	$502K	Sell	7,304 -78	-1%	-$5.41K	﹤0.01%	1441
2024 Q3	$481K	Buy	7,382 +496	+7%	+$32.3K	﹤0.01%	1436
2024 Q2	$424K	Buy	+6,886	New	+$420K	﹤0.01%	1471

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's LKFN Position: Q2 2025 in Review

Avantax Advisory Services reduced its Lakeland Financial Corp (LKFN) stake by 7.9% in Q2 2025, selling an estimated $35.3K and leaving 7,103 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Avantax Advisory Services first reported a position in LKFN in Q2 2024 and has held it in 5 quarters since. The position peaked at $502K in Q4 2024. 235 funds tracked by Wall St. Rank hold LKFN as of Q2 2025.

Avantax Advisory Services held 7,103 shares of Lakeland Financial Corp worth $436K as of Q2 2025.
Avantax Advisory Services sold 608 Lakeland Financial Corp shares in Q2 2025, an estimated $35.3K.
Lakeland Financial Corp made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1669 holding.
Avantax Advisory Services first reported a position in Lakeland Financial Corp in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's Lakeland Financial Corp position peaked at $502K in Q4 2024.
235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.