Avior Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History

Avior Wealth Management’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	–	Sell	-3,900	Closed	-$232K	–	741
2025 Q1	$232K	Hold	3,900	–	–	0.01%	618
2024 Q4	$268K	Sell	3,900 -2,497	-39%	-$173K	0.01%	616
2024 Q3	$417K	Hold	6,397	–	–	0.02%	498
2024 Q2	$394K	Buy	6,397 +3,757	+142%	+$229K	0.02%	497
2024 Q1	$175K	Sell	2,640 -3,708	-58%	-$240K	0.01%	748
2023 Q4	$414K	Hold	6,348	–	–	0.03%	382
2023 Q3	$301K	Hold	6,348	–	–	0.02%	439
2023 Q2	$308K	Sell	6,348 -693	-10%	-$36.2K	0.02%	442
2023 Q1	$441K	Hold	7,041	–	–	0.03%	385
2022 Q4	$514K	Hold	7,041	–	–	0.04%	298
2022 Q3	$512K	Buy	7,041 +891	+14%	+$66.4K	0.04%	265
2022 Q2	$408K	Hold	6,150	–	–	0.04%	293
2022 Q1	$448K	Buy	+6,150	New	+$491K	0.04%	318

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

Avior Wealth Management's LKFN Position: Q2 2025 in Review

Avior Wealth Management sold out of Lakeland Financial Corp (LKFN) in Q2 2025, closing a stake of 3,900 shares — an estimated $232K sold.

Avior Wealth Management first reported a position in LKFN in Q1 2022 and held it in 13 quarters. The position peaked at $514K in Q4 2022. 235 funds tracked by Wall St. Rank hold LKFN as of Q2 2025.

Avior Wealth Management reported no remaining Lakeland Financial Corp position as of Q2 2025 after selling out during the quarter.
Avior Wealth Management sold 3,900 Lakeland Financial Corp shares in Q2 2025, an estimated $232K.
Avior Wealth Management first reported a position in Lakeland Financial Corp in Q1 2022 and held it in 13 quarters.
Avior Wealth Management's Lakeland Financial Corp position peaked at $514K in Q4 2022.
235 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.